Whiskey&WealthTech
Come join us with your favorite glass of whiskey! Hosted by First Rate's Managing Director of Wealth, Alex Serman, CIPM, we will explore and discuss all things WealthTech as we taste and experience whiskeys from all over the world.
Whiskey&WealthTech
Reimagining the ‘Old Fashioned’ Way: AI’s Disruption in Wealth Management with Greg Woolf
•
Alex Serman
•
Season 1
•
Episode 27
In this episode of Whiskey & WealthTech, Alex Serman sits down with Greg Woolf, founder and CEO of AI Think Tank, to sip Knob Creek whiskey and dive into the evolving role of AI in wealth management. From whiskey tasting notes to wealthtech trends, Greg shares his take on generative and agentic AI, the changing expectations of wealth managers, and how firms can stay competitive. Whether you're into bourbon or big data, this episode has something for every modern advisor.