This week, Jack Sharry talks with Rob Pettman, President of TIFIN. Rob brings more than 20 years of leadership experience across wealth management, investment platforms, and financial technology. Before joining TIFIN, Rob served as Executive Vice President of Wealth Management Solutions at LPL Financial, where he oversaw the firm's investment product distribution, retirement business, advisory platforms, and research organization, managing over $70B in AUM. During his 19-year tenure, he helped lead LPL through its rapid growth to $1.4T in assets and more than 22,000 advisors.
Jack and Rob talk about how AI is changing the way wealth and asset management firms grow and operate. Rob also shares how TIFIN uses AI to improve the overall growth of these businesses and how those who embrace AI as a growth engine are reaping the benefits through organic client growth, advisor enablement, and enhanced decision-making.
In this episode:
(00:00) - Intro
(01:49) - How advisory firms can use AI to their advantage
(04:22) - Strategic use cases for AI
(06:03) - The evolving results of AI implementation
(08:37) - How TIFIN uses AI for wealth and asset managers