Name: How AI and Data Can Help Advisors Start Client Conversations
Uploaded: 2026-05-13T14:39:00Z
Duration: 1 min 45 s
Description: Envestnet CEO Chris Todd describes how advisors can tailor their messages for clients in different generations.

https://www.barrons.com/client

"There's a bigger market, less competition," H. Cabot Lodge III, founder and senior managing director of Lodge Quai Capital Management, told Barron's editor at large Andy Serwer.

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Why This Investing Pro Is Looking to Europe

As fast-changing markets continue to push for innovation, Lucien Boldea, CEO of Timken, discusses how he’s balancing tradition with evolving the company.

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How This CEO Is Leading a Company’s Legacy Into the Future

Lucien Boldea, CEO of Timken, discusses how the company is benefiting from growth in sectors like robotics, infrastructure, and power generation.

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AI Is Transforming Industries. This Company Reaping the Benefits.

Lucian Boldea, CEO of Timken, spoke about the artificial intelligence, the economy, acquisitions, and much more with Barron's editor at large Andy Serwer.

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A CEO Explains How AI Impacts the Physical World

Bruce Flatt, CEO of Brookfield Corporation, says these investments “will drive one of the most productive operating periods in the history of the world.” This interview was filmed on June 9, 2026.

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Investing Opportunities in AI and the Productivity Boom

Howard Marks, co-chairman of Oaktree Capital Management weighs in on current market conditions for investors. This interview was filmed on June 9, 2026.

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How Rising Optimism Is Supporting Credit Markets and IPOs Like SpaceX

Bruce Flatt, CEO of Brookfield Corporation, and Howard Marks, co-chairman of Oaktree Capital Management, spoke with Barron's editor at large Andy Serwer. This interview was filmed on June 9, 2026.

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Catching Up With Power Investors Howard Marks and Bruce Flatt

Kyle Clark, CEO of BETA Technologies, spoke about the company's electric vertical takeoff and landing, or eVTOL, aircraft in a conversation with Barron's editor at large Andy Serwer.

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"Your 9-5...is just not going to do it," Nick Magguilli, personal finance expert, said on Barron's Streetwise podcast.

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How to Scale Your Net Worth

TJ Thornton, Head of Global Research Product Marketing at BofA Securities, talks to Jack Hough about his favorite stocks outside of AI.

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BofA’s Favorite Non-AI Stocks

Jack Hough talks to TJ Thornton, Head of Global Research Product Marketing at BofA Securities about diversifying stocks to hedge AI risks.

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Evaluating Investing Opportunities Beyond AI

Steve Quirk, chief brokerage officer at Robinhood, breaks down the value of tokenizing stocks in different markets.

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Unpacking Tokenization for Everyday Investors

Jack Hough talks to Steve Quirk, chief brokerage officer at Robinhood, about trends in retail investing.

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How Robinhood Reshaped the Trading Landscape for an Entire Generation

Streetwise host Jack Hough sat down with strategist Scott Wren to discuss how the AI-fueled market run stacks up against the dot-com boom.

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AI vs. The Dot Com Bubble

Bank of America’s Haim Israel shares what’s next for Nuclear Energy development.

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The Outlook For Nuclear

Jack talks to Lyft CEO David Risher about growth potential in the company.

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Lyft's Ride to Profit

The stock market is expensive. What does that mean for your portfolio? Jack sits down with Franklin Templeton’s Matt Quinlan to talk dividend investing, and whether it’s a good move in a pricey market.

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Dividends and Capital Appreciation

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Beyond AUM: The True Value of Scale for Advisory Firms

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RIAs that are looking to sell should start the process early, and ideally when the business is thriving, to maximize leverage and options, says Shirl Penney, the CEO of Dynasty Financial Partners.

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‘The Best Time to Sell Is When You Don't Have to.’

“Begin with the end in mind and be really clear about what it is that you want and what it is that you don't,” Shirl Penney, the CEO of Dynasty Financial Partners, tells Greg Bartalos, Editor-in-Chief of Barron’s Wealth & Asset Management Group.

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RIA Sellers Need to Be Specific About Their Goals 

Raise capital, be prepared for onboarding, and have a dedicated team of experienced investment bankers in place, advises Shirl Penney, the CEO of Dynasty Financial Partners.

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3 Things Buyers of RIAs Should Do Ahead of Any Deal

Shirl Penney, the CEO of Dynasty Financial Partners, says that acquirers should prepare a roadshow deck and be extremely clear about the type of cultural fit, advisor, and end client they want.

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Looking to Buy an RIA? Don’t Ignore These 2 Key Steps.

AI is helping advisors grow assets by analyzing client portfolios and suggesting specific "next best actions," such as identifying tax, portfolio drift, or managed account opportunities, says Envestnet CEO Chris Todd.

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AI Is Boosting Organic Growth for Advisors

CEO Chris Todd explains how the company is providing core technology to RIAs and broker dealers while building infrastructure to meet future advisor needs in areas like alternative investments and digital currencies.

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Envestnet’s ‘Bullseye’ Strategic Approach  

CEO Chris Todd says the company is using AI to increase internal productivity and leveraging its large data set to provide "investment data insights" to help advisors manage client portfolios.

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How Envestnet Is Harnessing AI and Data 

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Best Advice for Someone Considering Wealth Management as a Career

Kelly Gaur, a Mercer Advisors regional vice president, says she was drawn to working for a registered investment advisor partly because they generally offer a more personalized, modern approach to wealth management.

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The Appeal of Working for an RIA

“The best client development professionals are those who have served clients in some capacity,” says Kelly Gaur, a Mercer Advisors regional vice president.

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Client-Facing Experience Can Help Advance Your Career

The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity.

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Kelly Gaur: Tips for Pursuing Non-Advisor Roles in Wealth Management

“You want to make sure that everybody's excited and prepared and that you're all pulling the rope in the same direction,” says Nate Fisher, managing director and wealth advisor at Carson Wealth.

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A Successful Transition Requires Honesty and a ‘Heavy Lift’

Young advisors considering a succession plan should maximize engagement with clients because “it can take a long time to gain that trust and build those relationships,” says Nate Fisher, managing director and wealth advisor at Carson Wealth.

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Succession Planning and Establishing Trust With Clients

The Carson Wealth managing director and wealth advisor says his decision to partner with the firm was driven by the need for increased capacity for holistic services and a clear succession plan for his retiring father.

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As trust grows, advisors tend to spend less time discussing investments and more time on clients’ families and well-being, says Nate Fisher, managing director and wealth advisor at Carson Wealth.

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Oil and Gas in a Volatile World

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Envestnet CEO Chris Todd describes how advisors can tailor their messages for clients in different generations.

https://m.wsj.net/video/20260513/e295d300-763f-4018-b2e9-3bb99a1e4990/1/hls/manifest-hd-wifi.m3u8

How AI and Data Can Help Advisors Start Client Conversations

Tell me about what it's like when an advisor preemptively says, hey, and in terms of anticipating client needs, our data suggests this might make sense. Can you shed any light on that? The element of surprise or delight or just kind of, 'cause again, it's one of those things where the expectation's, I don't think that's expected yet, but perhaps with, to generalize younger clients now, they're much more raised on this. So this to them is more table stakes, perhaps than more people who might be older just to generalize.

Right. Right, right. And so forward thinking advisors for sure at this point are thinking intergenerationally in terms of the relationships that they're building with the clients. And they're tailoring those messages, right. For the more mature classic client, it might not be the right introduction to say, hey, the data is suggesting that, dot, dot dot. But there's an there's an easier way to have that conversation with that client, which goes something like, I'm wondering if we can have a conversation around blank. I think this might be helpful for your portfolio. I've been doing some research and I've learned...

Yes.

Right. And I think that's a very gentle, comfortable way to start that conversation with anyone.

Yeah.

And what client wouldn't love their advisor suggesting new ideas and things that they're thinking about. And absolute worst case, you've started a conversation.

Exactly. Exactly. And you're demonstrating value too, right? As opposed to just staying silent-

Thoughtfulness.

Exactly.