Q&A: AE Wealth’s President on Building the Advisor Experience Layer
AI SummaryAI-generated — verify against the source.AE Wealth Management's new President, Shannon Larson, is prioritizing the 'advisor experience layer' by leveraging enhanced technology to scale the RIA. While the article focuses on broader operational growth, the emphasis on technology integration suggests a strategic push toward modernizing advisor workflows, which often involves AI-driven tools for high-net-worth client service.
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