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Augmented Humanity: How Tech Empowers Advisors to be Mechanics and GuidesAugmented Humanity: How Tech Empowers Advisors to be Mechanics and Guides

Shaping Wealth founder Brian Portnoy discusses the concept of augmented humanity—the idea that technology doesn’t replace us but enhances our brilliance and creativity.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

December 18, 2024

Advisors play a dual role as mechanics, bringing technical expertise to complex financial matters, and as guides, helping clients navigate change with emotional intelligence and decision-making skills.

Learn how generative AI and other technologies provide a tailwind, enabling advisors to amplify their impact, lean into their strengths and deliver even greater value to clients.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

See more from Shannon Rosic - Moderator