Vega Minds | AI Associate Advisor’s Post

First time in Vegas, loved it, will come back. Thank you Financial Planning (cc: Tony Andrade) for putting together the very first event entirely dedicated to machine learning applications for advisors. 🔊 Our industry’s voice, Michael Kitces, delivered what’s sure to be another one of his memorable, unequivocal fireside chats. Yes, indeed, there is still a gap between the hype and the real, practical needs of advisors. We builders have our work cut out for us! 📱Right after Michael’s talk, I had the (perfectly ironic) timing of demoing Vega. And judging by the number of advisors who stopped by our booth afterward—and the great conversations that followed—it’s clear Vega is solving real, practical problems! 🎙Had a blast talking about my soccer days, MIT, and LLMs on Greg Matusky's podcast. Huge thanks to Amanda Miles Lauzon for making it happen! And it's always special to meet in person with professionals who've been using the little piece of software you built. Thank you Rianka Dorsainvil, CFP®, Allen G. Yee, CFP®, CWS®, and Mark Wilson, APA, CFP®.