Episode Details
Back to EpisodesEp. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor
Published 5 days, 6 hours ago
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The post Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor appeared first on and was written by Elana Iskowitz.
Meet Our Guests This episode features Ian Karnell, CEO of VastAdvisor, and his twin brother Jeremi Karnell, former Head of Data Solutions at Envestnet — a rare two-for-one from a pair of identical twins who between them have spent decades at the intersection of wealth management and data infrastructure. Ian built VastAdvisor as an AI-powered […]
The post Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor appeared first on and was written by Elana Iskowitz.