Eric Clarke and Daniel Crosby on leveraging the intersection of AI and be-fi

Eric Clarke and Daniel Crosby on leveraging the intersection of AI and be-fi

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As 2024 begins and temperatures on Wall Street plummet, allow Financial Planning to transport you back to warmer days and one of the hottest wealth management events of 2023.

Financial Planning is taking a special look back at the Future Proof Festival, a one-of-a-kind industry gathering that attracted nearly 3,000 financial advisors, wealth management executives, fintech leaders, emerging startups, rap icons and more to Huntington Beach, California, during the second week of September.

Our walk down memory lane is a series of exclusive interviews with insiders and newsmakers conducted by Financial Planning Wealthtech Reporter Justin L. Mack, who also served as a panel moderator during the event.

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In the clip below, Mack chats with Orion founder Eric Clarke and Orion Chief Behavioral Officer Daniel Crosby inside the Financial Planning booth. Earlier at the September beachside event, the duo had taken to the stage to unveil an AI-powered portfolio management tool and to promote its BeFi20 prospecting tool that aims to give advisors a sub-three-minute “deep dive” into clients’ personalities and values.

In line with the theme of the entire event, Clarke told Mack that he had come to the festival ready to “reprogram, unwind a bit and disrupt the traditional ways of thinking, the ways that we are accustomed to doing things inside of this industry, and really think outside the box and challenge ourselves a bit as to what we need to be doing to better future-proof our business.”

READ MORE: Orion debuts AI-powered portfolio comparison tool at Future Proof 2023

Crosby elaborated on Orion’s goals: “We’re trying to arm our advisors to be future-ready, the theme of the conference,” he said. “And we believe the future sits at the intersection of AI and be-fi, right? So AI is all the hype this year, will continue to be for many years to come. But it’s been positioned in sort of an overly binary way, I think to this point. It would be, you know — will the human win with a machine, when Orion’s answer is both, and that the human can win with the machine by his or her side.”

Check out the full interview below.

Future Proof, an event billed as the first wealth festival, is making its return next summer, and the dates for Future Proof 2024 have already been announced. The event is slated to return to Huntington Beach Sept. 15-18, 2024.

Future Proof is also expanding in the new year with the addition of Future Proof Retreat, an additional event for wealth management leaders that will take place March 24-27 in Colorado Springs. 

READ MORE: Advyzon’s Hailin Li is a DIY CEO who never stops asking ‘why?’

And while you’re here, make sure to check out more videos of FP @ FP:

Former Wealthtech Reporter, Financial Planning

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