Name: How Advisors Can Get the Most Out of AI
Uploaded: 2025-09-25T17:42:00Z
Duration: 2 min 2 s
Description: Ritik Malhotra, the founder and CEO of Savvy Wealth, says AI can help generate proposal and marketing material but describes the type of tasks that advisors should continue to do.

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Ritik Malhotra, the founder and CEO of Savvy Wealth, says AI can help generate proposal and marketing material but describes the type of tasks that advisors should continue to do.

https://m.wsj.net/video/20250925/c44e5daa-961a-4721-ac18-ced98121e96b/1/hls/manifest-hd-wifi.m3u8

How Advisors Can Get the Most Out of AI

For advisors that are listening in right now, what should they lean into from an AI perspective over the next five, 10 years might be too long, so maybe the next year or so, and 'cause there's so many changes that could possibly happen, to really get the most bang outta their buck with AI.

I'll tell you a few things that we're seeing, and I think these are excellent areas for any advisor to lean into. Number one is, you know, we've already talked about proposal generation. That's a very kind of methodical, you take data and you output something. Certainly we see it's a big rise in and utilization of meeting transcription tools. Again, something that allows the advisor to be more present rather than scribbling notes down. Easy for the advisor, and that actually has multiple implications. They can use those notes to send a summary to the client instead of typing it up. Compliance is happy 'cause then you can send that summary over, becomes their note taking, and it's more robust that way. So that's a big one. I think that's another area. I'd say marketing material generation is interesting as well. So if you think about anything related to generating images, brand, et cetera, PDFs, collateral, AI is excellent at doing a lot of that if you have existing stuff that you've already worked on, because then you can ingest that into the AI system, and it's able to replicate that and, you know, spruce it up the way you want to. So those are some of the areas we're seeing that are working really well. But generically speaking, any process that the advisor's doing that requires some level of data or multiple sources to put an output together, we think that there's a big application for AI. Anything that requires them to really listen to the client, think through their personal kind of nuances that they've historically known about and really make a decision that's gonna be more subjective in nature, we find that the advisor's still the best person to make that decision, and we've continued to think that's gonna be the case.