The AI-Enabled Future of Wealth Management, with Spenser Segal (Author Chats)

Spenser Segal spent sixteen months and 27 interviews writing the book behind a moonshot he's chased for two decades: closing the gap between the sliver of people who get world-class financial advice today and the far larger group who could, with AI. He joins me for the first Author Chats episode to unpack his book, _The AI-Enabled Future of Wealth Management_: why a firm without clean data is building a skyscraper on sand, and what an agentic mesh of specialized AI agents can do to prep an advisor for a Friday meeting before they open a laptop. But his real argument is that the AI is the easy part: the firms that win will be the ones whose leaders treat this as an organizational capability problem, not a technology decision, starting with the change management most firms underestimate. We get into what that looks like day to day, and the line his whole book builds toward: human-AI synergy at the speed and strength of trust.