9. Founder & CEO of Wealth IQ, Aditi Kapadia, on Building AI to Deepen Human Advice
Автор: Impruve
Загружено: 2026-02-24
Просмотров: 0
Описание:
In this episode of The AI Native Advisor, Mike Shannon sits down with Aditi Kapadia, Founder & CEO of Wealth IQ, to explore how AI is reshaping the future of financial advice.
Aditi shares her unconventional journey from wealth advisor to AI builder — teaching herself to code and developing a proprietary “money mindset” assessment tool to better understand how clients think about financial decisions.
The conversation dives into how AI can strengthen—not replace—the human advisor relationship, and why the future of wealth management will belong to hybrid professionals who combine empathy, behavioral insight, and technology.
In this episode, you’ll learn:
• Why traditional wealth advice often fails to serve mid-level high earners
• How Aditi built her own AI tool from scratch with no technical background
• The role of behavioral psychology in financial decision-making
• Why AI should act as an assistant, not an author
• How AI can enhance client relationships between meetings
If you’re an advisor, founder, or leader curious about how AI will transform professional services, this conversation offers a practical look at what’s coming next.
Subscribe for more conversations on AI, advisory innovation, and the future of work.
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