In this episode of Elite Advisor Podcast, Sten Morgan sits down with Shannon Reid, Osaic President and Head of Advisor Growth and Engagement, to talk about how the role of the financial advisor is shifting from pure investment management to holistic life planning and how top-tier firms are leveraging AI to reclaim time for human-centric service.

They discuss the transition from investment-led to advice-led models, maintaining structural authority in a tech-driven market, and how financial advisors can transition your practice into a future-proof, advice-led business that thrives on human connection while leveraging elite technology.

Watch the podcast here.

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