Artificial intelligence success is not about buying the latest tool. It is about improving the right workflows.
Mike Byrnes wrote a Rethinking65 article entitled, “Inside the AI Adoption Playbook of a $32 Billion RIA.”
In an interview with Advait Kulkarni, SVP of Technology, four key themes emerged:
- Start with workflows, not AI tools.
- Use AI to strengthen advisor-client relationships, not replace them.
- Clean, trusted data is the foundation for meaningful AI results.
- Strong governance and security are essential for responsible AI adoption.
The interview offers practical insights for advisory firms looking to move beyond AI experimentation and build a long-term, scalable AI strategy.
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Watch the full interview here:
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