Running an RIA · Podcast

James Taylor: Advisors Who Don’t Embrace AI Will Be Left Behind

For wealth professionals weighing how AI fits into their firms, the episode offers a practitioner's view from an advisor whose client base includes tech-industry executives.

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Summary

By the running an ria desk

In this Barron's Advisor podcast episode, host Greg Bartalos talks with James Taylor, a founding member of The Taylor Group at Wells Fargo Advisors, about artificial intelligence and advisor adoption. The title frames the discussion around the idea that advisors who do not embrace AI will be left behind, and the description notes that Taylor's clients include engineers and executives at top tech companies who give him insider perspectives on AI.

James Taylor is a founding member of The Taylor Group at Wells Fargo Advisors.
The episode title argues that advisors who do not embrace AI will be left behind.
Taylor says clients who are engineers and executives at top tech companies offer him insider perspectives on AI.
Greg Bartalos hosts the Barron's Advisor podcast.

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