July 15, 2026
#294 - The New Growth Engine: How AI Is Reshaping Advisor Marketing with Ian Karnell
How will financial advisors grow their businesses in a digital-first world?
In this episode of the Wicked Pissah Podcast, Chris Boyd is joined by Ian Karnell, co-founder of Vast Advisor, to break down how AI is transforming advisor marketing and client acquisition. This conversation goes beyond productivity tools and dives into how advisors can build scalable growth systems that align with how today’s clients actually search for advice.
If you’ve ever wondered whether referrals alone are enough—or how to adapt your strategy for the next generation of investors—this episode offers a fresh perspective.
In this episode, we discuss:
- Why traditional referral-based growth may not scale
- The growing influence of digital-first client behavior
- How AI can help advisors define and target ideal clients
- The concept of a repeatable “growth engine” for advisory firms
- Balancing innovation with compliance in a regulated industry
- What the next generation of advisors is doing differently
Whether you’re an independent advisor or part of a growing firm, this conversation will help you rethink how you approach growth in a rapidly evolving landscape.
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- Vast Advisor website: VastAdvisor | AI Client Acquisition for Wealth Managers & RIAs
- Vast Advisor LinkedIn: https://www.linkedin.com/company/vastadvisor
- Ian's LinkedIn: Ian J. Karnell | LinkedIn
- Chris's LinkedIn: J. Christopher Boyd | LinkedIn
#FinancialAdvisors #WealthManagement #RIA #AdvisorGrowth #PracticeManagement #AIinBusiness #FinancialPlanning #Leadership
