Skip to main content
Liam Hanlon

Liam Hanlon

Jul 10, 2026

6:19
So what are you guys learning live with advisors as far as are they pretty receptive? Does the firm have to approve it and then tell them to use it? What's that look like?
6:28
That depends on the type of firm, but let me back up a second.
6:31
So your assumption or hypothesis that we wouldn't be on the forefront of innovation is one that I held as well for a long time.
6:40
And in 2023, University of Chicago did a research study across 11 professions, white collar professions.
6:48
So teachers, accountants, lawyers, advisors were one of them.
6:52
What they were measuring was Do you use AI at work and do you use it at home? So personally and professionally.
7:00
Of the 11 professions that they studied, advisors had the lowest adoption of all 11.
10:20
How are you guys approaching that?

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.