What if financial advisors didn't just use AI tools—but had AI workers supporting their business?

In this episode of Money Matters, host Chris Hensley is joined by Jonathan Michael, Director of Growth at TIFIN AXIS, to unpack what AI agents really are, how they differ from chatbots, and why they're quickly becoming a practical way for advisory firms to scale.

Jonathan brings a founder's perspective from both EdTech and WealthTech and focuses on one core idea: AI should take on the operational, repetitive work that slows firms down—so advisors can spend more time where they add the most value.

In this conversation, we discuss:

What defines an AI agent (and what doesn't)
Why AI workers are best thought of as digital co-workers
Where agents outperform traditional software and manual workflows
Why structured prompting is a best practice for reliability and oversight
How verification loops reduce AI errors and improve confidence
The role of data infrastructure in deploying AI responsibly
What the RIA of the future looks like with humans and AI working together

If you're a financial advisor or RIA leader trying to make sense of AI without the hype, this episode offers a grounded, practical look at how firms are actually using it today—and where it's heading next.

🔗 Guest

Jonathan Michael Director of Growth, TIFIN AXIS Host, AI for Wealth Author, Wealth Management Prompts