Bridging Human Connection and AI in Wealth Management with Carrie Nelson

How will artificial intelligence transform the most human parts of wealth management? In this episode, we explore where technology meets empathy, and what the future looks like for financial professionals and their clients as AI adoption accelerates across the industry.

Our guest, Carrie Nelson, is the founder of Atlas Point and a veteran leader with experience at Ernst & Young, Experian, and Edward Jones. Carrie shares her journey from big-firm consulting to building a platform that empowers advisors to navigate a rapidly changing landscape, with a focus on the coming great wealth transfer and the next generation of clients.

Together, we discuss why human connection is still essential—even as AI creates new efficiencies—and how Atlas Point blends behavioral science and smart tools to bridge the gap. For anyone interested in the future of finance, entrepreneurship, or the emotional side of money, this is a must-listen episode filled with real-world stories and actionable insights.