on-demand Webinar
1 hour long
Webinar is approved for CE credits by the Investments & Wealth Institute for CIMA®, CPWA®, and RMA® certifications, and by the Certified Financial Planner Board of Standards for the CFP® designation.
Sean Allocca
Chirag Gandhi
Vikram Chugh
The AI Transformation Playbook for RIAs
The wealth management industry faces a fundamental question: how do leading firms harness AI to transform their entire practice while others struggle with point solutions? Join Chirag Gandhi (CEO, Mili) and Vikram Chugh (COO, Robertson Stephens – $7B+ AUM, 24 offices) as they explore what it really takes to build an AI-powered advisory practice. You’ll discover why success requires more than selecting tools — it demands rethinking workflows, building the right expertise, and creating measurable outcomes across advisor productivity, client experience, and firm growth.
Robertson Stephens brings unique perspective from their journey experimenting with AI internally while evaluating external solutions, ultimately building a comprehensive approach that serves their complex, multi-state operation. Vikram will share how firms leverage specialized expertise to navigate the overwhelming technology landscape, why certain organizational structures accelerate AI adoption, and what metrics actually matter when measuring transformation success.
What Attendees Will Gain:
- Implementation roadmap from multi-billion dollar practices.
- Comprehensive framework for AI transformation across three pillars.
- Organizational structures that accelerate adoption.
- Real metrics for measuring transformation impact.
- Strategies for building versus partnering decisions.