Advisor Turntable Podcast: Episode 2
Want to know how other advisors are using AI to grow and better serve clients?
In this episode of the Advisor Turntable Podcast, Brendan Ryan sits down with financial advisor — and long-time friend — Gerald Gugger to discuss why AI isn’t replacing financial advisors, but is quickly becoming a competitive advantage for those who choose to use it.
They walk through how Gerald is already incorporating AI into his day-to-day practice — from simple prompts you can go use right now to an advisor-focused AI assistant integrated directly into his client workflow. The conversation focuses on practical adoption, time savings, and how AI can enhance the human side of advice rather than replace it.
He’s not selling anything — just sharing what he’s learned for advisors who want an easy place to start or don’t want to fall behind.
You can also find this episode and future episodes anywhere you get your podcasts (Apple Podcasts, Spotify, Amazon Music, and more) just by searching “Advisor Turntable”.
The Advisor Turntable Podcast – A short-form podcast for Financial Advisors. We feature experts and advisors who have moved beyond outdated industry tracks and adopted the modern tools, revenue models, and workflows today’s clients expect.
Authored by Brendan Ryan,Partner and Portfolio Manager
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Disclosure:
The Decathlon strategies utilize artificial intelligence (AI) in the decision-making process, introducing inherent risks. The AI’s lack of predictability, reliance on historical data, and sensitivity to market volatility may impact investment outcomes. Technology-related risks and the dynamic nature of market conditions further contribute to potential uncertainties. Ongoing monitoring and adjustments to the AI model are essential. Investors should recognize the limitations of AI, seek professional advice, and carefully assess their risk tolerance and financial situation before making investment decisions.
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