Leveraging AI and Process for Client Wins With Justin Bolmgren

The Customer Wins

Justin Bolmgren is the Chief Process Maestro at William Joseph Capital Management, an SEC-registered investment advisor. In his role, Justin specializes in streamlining operations for independent financial advisors. He is a seasoned financial planning professional with over two decades of experience in the financial services industry. His expertise lies in advice tech, automation, and the application of artificial intelligence, serving as a strategic adviser to fintech startups. With his deep understanding of the advisory business, Justin actively works towards enhancing efficiency and client engagement through innovative processes and technologies.

In this episode…

Are you curious about the intersection of financial planning, customer success, and AI? How does an SEC-registered firm help its advisors and clients navigate the complexities of retirement planning with cutting-edge technology?

Financial planning expert Justin Bolmgren dives into advisory efficiency, customer-centric strategies, and leveraging technological advancements. Reflecting on how AI is transforming the advisory landscape, Justin explores the significant risks of AI systems and technology's evolving role in enhancing customer relationship management efficiency. He shares his advocacy for technology-assisted processes and the human touch in financial planning, highlighting the current and future impact of AI and machine learning on wealth management.

In this episode of The Customer Wins, Richard Walker interviews Justin Bolmgren, Chief Process Maestro at William Joseph Capital Management, about enhancing advisory services with AI-driven tools. Justin talks about the impact of AI tools on efficiency in financial advisory services, the concerns and fears about adopting AI in finance, and how to mitigate liability with AI-driven technologies in the advisory industry.