Ep #277: RIA to AI Startup with Brian Abatemarco
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Ep #277: RIA to AI Startup with Brian Abatemarco
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Could your strengths lie outside the traditional advisor path? My guest today is Brian Abatemarco, who navigated his career from financial planning into sales, and ultimately into the world of AI startups. From managing clients early in his career to discovering a passion for business development, Brian shares how leaning into your natural strengths can completely reshape your trajectory.
Listen in to learn how AI is actually being used inside advisory firms today (and why it's not replacing advisors anytime soon), how automation can transform client service and operations, and what it really looks like to take a risk on something new. If you've ever questioned whether you're on the "right" path or wondered how to pivot without starting over, this episode offers a practical and honest look at building a career that works for you.
You can find show notes and more information by clicking here: https://tinyurl.com/p4c5dy7n