In this conversation, we sit down with Sindhu Joseph, Ph.D., founder of Cognicor, to explore how AI is evolving from just another tool into a fundamental intelligence layer in advisory practices. Sindhu helps us understand how AI-powered meeting assistants, integrated intelligence across platforms, and proactive insight generation are reshaping how financial planners engage with clients, streamline operations, and anticipate client needs. We talk through challenges of adoption, making AI frictionless, and envisioning where the technology will take us next.

This episode of FPA LIVE is sponsored by the American Heart Association’s Professional Advisor Network. Visit www.heart.org/FPA to join today.