At the Future Proof Citywide Miami event, Modern American Advisor’s Alex Sullivan spoke with Eden from Finny and Matt from Integrated Partners about the growing role of AI, automation, and personalised marketing in the advisor space.

The conversation explored how firms are using technology to streamline prospecting, improve client engagement, and build more scalable business development strategies in an increasingly competitive market.

Key Takeaways:

• AI-powered prospecting tools are helping advisors identify and engage potential clients more efficiently
• Personalised video and content marketing is becoming increasingly important for advisor engagement and retention
• Firms are using automation to free up more time for relationship building and client service