68% of advisory firms are prioritizing modernization, but only 30% have a proper AI strategy

Описание: What does that mean for the future of wealth management?

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with JP Pattinson of MAI Capital Management, who shares how firms can prepare their digital infrastructure today to make AI truly work tomorrow.

Play the full episode for insights on scaling tech, empowering teams, and driving digital transformation that lasts!

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