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Adjusted for Risk: How AI Will Bring Financial Advisors, Clients CloserAdjusted for Risk: How AI Will Bring Financial Advisors, Clients Closer

Verdence Capital's Leo Kelly details how artificial intelligence can enhance the evolving relationship between advisors and clients.

Ryan Nauman, Market Strategist

September 9, 2024

Leo Kelly, founder and CEO at Verdence Capital Advisors, joins Zephyr Market Strategist Ryan Nauman to discuss how the relationship between financial advisors and clients is becoming more sophisticated as client demands become more complicated.

During this informative chat, Leo shares his thoughts on how artificial intelligence can help enhance the evolving relationship between client and advisor. He also answers the question of whether RIAs have a leg up on captive advisors when implementing new investment management technology.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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