Vast Advisor with Ian Karnell | E411
Enabling AI-Powered Organic Growth.
In this episode of FinTech Impact, host Jason Pereira interviews Ian Karnell, co-founder and CEO of Vast Advisor. Vast Advisor is a revolutionary AI-native client acquisition system built to drive organic growth for financial advisors. Ian shares the origins, development, and functionality of Vast Advisor, highlighting how it addresses the $8 billion spent annually by advisors on outdated growth tactics. The conversation dives into the complexities of merging AI with effective marketing strategies, emphasizing the role of compliance and real-time campaign optimization.
Gain insights into the intersection of technology and wealth management, and discover how Vast Advisor is poised to reshape the industry.
Episode Highlights:
00:00 Introduction to FinTech Impact
00:26 Meet Ian Karnell and Vast Advisor
00:47 The Problem with Traditional Growth Tactics
02:10 The Birth of Vast Advisor
04:29 Innovative AI Solutions for RIAs
10:06 Campaign Setup and Execution
15:01 Compliance and Optimization
18:23 Business Intelligence and Data Integration
20:44 From Shotgun to Laser: Narrowing Down the Approach
20:56 Valuation Impact: The Power of Predictable Growth
21:34 Equipping Firms with Signal Intelligence
22:08 Automation and Marketing Channels
22:23 Targeted Marketing: The Cost-Effective Approach
22:37 Practice Management Integration
22:53 Enterprise Product Launch and Beta Testing
23:49 Replacing Agencies with AI Tools
24:23 Agentic Framework and AI Decisioning
25:41 Niche Marketing for RIAs
27:16 Advisor's Role in Building Trust
31:15 Future Innovations in Funnel Design
34:49 Challenges and Opportunities in AI
37:29 Final Thoughts and Industry Reflections
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Ian Karnell’s LinkedIn