In our very first episode of AI for Advisors, Mark Heynen (serial entrepreneur & co-founder of Knapsack AI) and James Cantwell (WealthTechSelect, longtime wealth management consultant) dive into the big questions shaping the future of advice:

Can AI really make better judgments than humans?
Will financial advisors be replaced by algorithms, or will AI simply become their most powerful tool?
How are tools like ChatGPT, Claude, and Perplexity actually being used (or not used) in real advisor workflows?
What happens to fees, client ratios, and the advisor’s role as technology scales?

We also explore the latest AI news—from ChatGPT-5’s mixed reception to Perplexity’s headline-grabbing bid for Chrome—and what it all means for wealth management professionals.

This is a candid, exploratory conversation about where AI meets human judgment, trust, and client relationships in financial services. If you’re a financial advisor, WealthTech founder, or just curious about how AI is reshaping money, this episode is for you.

👉 Connect with us on LinkedIn (Mark Heynen, James Cantwell) or message us if you’d like to share your perspective as a future guest.