Beyond the Hype: How AI Makes a Difference in Wealth Management with Rob Pettman

This week, Jack Sharry talks with Rob Pettman, President and Chief Revenue Officer at TIFIN. Rob brings more than 20 years of leadership experience across wealth management, investment platforms, and financial technology. Before joining TIFIN, he spent 19 years at LPL Financial, most recently as Executive Vice President of Wealth Management Solutions.

Rob talks with Jack about the hype surrounding artificial intelligence in wealth management. He discusses how firms across the industry deploy AI, what delivers real outcomes, and what top-performing firms are doing differently. Rob also shares the three major themes driving AI adoption today, as well as how AI reshapes workflows, accelerates advisor transitions, and unlocks new growth opportunities.

In this episode:

(00:00) - Intro

(01:29) - The current state of AI adoption in wealth management

(02:57) - The three core themes of AI value creation

(07:12) - Why outcome matters more than solving the data problem

(08:36) - What advisors actually want from AI tools

(11:48) - What change management means for AI adoption

(13:10) - How companies can succeed with AI integration