Mili | AI Agents for Advisors

Robertson Stephens' COO reveals how they built an AI-enabled $7B RIA October 28 @ 2PM ET | 1 CE Credit Get the actual implementation playbook, productivity metrics, and build vs. partner framework they used across 24 offices as our CEO sits down with Vikram Chugh (Robertson Stephens) in a panel discussion moderated by Sean Allocca (The Daily Upside). Register here: https://lnkd.in/gEedN7xn Chirag Gandhi (CG) Sean Allocca Samantha Palone Griffin Wallner McKay Murphy-Kalata Sinead Donnelly Karen Burke Patrick Trousdale

"The email follow-up is the breakthrough. By the time clients get home, they already have a summary from Mili. I've got a lot of compliments about that." That's Raoul Celerier, MBA, CFP®, CEP®, CRPC®, Co-Managing Partner at Austin Private Wealth sharing his experience. Hear it directly from him 👇

In this #FastChat, Chirag Gandhi, Co-founder and CEO of Mili | AI Agents for Advisors, explores how forward-thinking firms are using Mili to bridge the gap between fragmented data silos and actionable intelligence. http://spr.ly/6040AUqrp #WealthManagement #FastChat #Aiforadvisors

Looking back at the 'IAA 2025 Networking and Compliance Conference' in Orlando - and what a setting. Nothing like a Florida golf resort to bring advisors together for real conversations. International Assets Advisory is building something different. Not just another advisor platform, but a strong community of 200+ advisors with a forward-looking tech stack. Two sessions that stuck with us: - David Itzkovits, CFA from Optimal AdvisorAI demonstrated practical ChatGPT prompting - simple techniques advisors could implement immediately. (Appreciated the Mili shoutout, David.) - Richard Weiss closing with "In it together" - who knew compliance could be this engaging? Rich and his team have a gift. What struck us most: IAA gets it. They're selective about technology partnerships for good reason. As their approved AI platform, Mili already integrates with the wealth stack IAA advisors use. No new workflows. Just 30 hours saved monthly per advisor. Thank you Richard Weiss, Ed Cofrancesco, Matt Lampman, Ann Moore, and the IAA team for having us. #WealthManagement #IAAConference #AdvisorCommunity

Building the AI-Enabled Advice Firm: Leadership Perspectives Chirag Gandhi (CG) (CEO, Mili) and Vikram Chugh (COO, Robertson Stephens - $7B AUM) discuss how Robertson Stephens deployed AI across 24 offices. eMoney Advisor Summit 2025 | October 22nd, 10am ET | 1 CFP CE Credit What You'll Learn: - How Robertson Stephens measures AI impact across advisor productivity, client experience, and firm growth - with real metrics from deployment - The organizational capabilities and governance structures that turned skeptical advisors into advocates - Their technology evaluation framework that prioritizes ecosystem integration over rip-and-replace Vikram will share the specific blueprints and lessons learned from Robertson Stephens' enterprise-wide implementation - what worked, what didn't, and what they'd do differently. Register for the eMoney Virtual Summit here: https://lnkd.in/gbuqpZdd? Rachel Eccles Lexi Keller Lauren Maxwell David Roche Susan McKenna Elizabeth Bonvetti Lisa Brassell Julinda Shier Anthony DeMarco Chirag Gandhi (CG) Vikram Chugh #WealthManagement #eMoneySummit25 #AI

Live from RIA Edge, Los Angeles. Ashley Longabaugh from Celent: 60% of advisors are using or planning to use AI tools in the next 12 months. Powerful slide from her showing AI evolution in wealth management: Note Takers (2025) → Agents (2026) → Digital Workers (2027). With mili, hundreds of advice firms are jumping straight to Agents. Taylor Matthews from Farther: "The goal of AI is to drive efficiency and also drive growth. It's not to eliminate a person, it's to avoid having to hire that next admin so quickly. AI is designed to elevate not eliminate." Every advisor conversation confirms the shift. They're past asking whether to use AI. They want implementation strategies for their specific workflows. Joe Holmes and Hans Dieter Meyer are at Table #10 in the ballroom foyer showing advisors exactly how Mili fits their practice today. Ashley Longabaugh Taylor Matthews Celent Farther Joe Holmes Hans Dieter Meyer Wealth Management EDGE Shannon Rosic Paul Morrongiello Andrew Mullins Informa Connect Matthew Pullan Sarah Williams Sarah Tortoreti Colosimo Tim McCahery Ashley Clelland, MBA Marianne Rivera Catherine Decuyper #WealthManagement #FinTech #AI #RIAEdge

"The focus was on the upside - 'I'd love to get 22%!' Then the account drops and suddenly that 14% downside feels very different." - Ken New, Financial Advisor, Pinnacle Financial Wealth Management The gap between stated risk tolerance and actual behavior is where most advisory relationships are tested. Clients assess risk intellectually during reviews, but they experience losses emotionally in real-time. Most risk questionnaires never bridge this gap. Ken breaks down risk tolerance in depth on the Roadmap to Retirement podcast. You’ll find the link in the comments. How do you assess real risk tolerance with your clients? #WealthManagement #Risk #AI #FinanceFriday

Our CEO Chirag Gandhi (CG) joined Shannon Rosic, Director of WealthStack Content, on The Growth Desk to explore how AI agents are transforming advisory workflows. What leading firms discovered: • Why meetings are workflow triggers, not isolated events • The hidden skills gap holding firms back from scaling • How to bridge fragmented tech stacks without rebuilding everything Real deployments. Real results. Hundreds of firms already seeing measurable impact. If you’re wondering whether your firm is ready for AI agents, this conversation has your answer. Watch the full conversation: https://lnkd.in/gh7pS_sg Shannon Rosic Paul Morrongiello Andrew Mullins Informa Connect Matthew Pullan Sarah Williams Sarah Tortoreti Colosimo Tim McCahery Ashley Clelland, MBA Marianne Rivera Chirag Gandhi (CG) Catherine Decuyper #WealthManagement #AI #FinTech #WealthStack

Excited to share that Vennela Miryala, our Co-founder and CPO, is taking the virtual stage at eMoney Advisor Summit 2025! October 21, 1pm ET: Live 30-minute session on how Mili + eMoney work together. What you'll see: - Client updates from meetings flowing straight into eMoney Facts - eMoney Data in Pre-Meeting Prep - Natural language search across all planning data - Real advisor workflows, real time savings Come see how your conversations can automatically keep plans current. Learn more about the Summit: https://lnkd.in/ea4RRrS Rachel Eccles Lexi Keller Lauren Maxwell David Roche Susan McKenna Elizabeth Bonvetti Lisa Brassell Julinda Shier Anthony DeMarco Vennela Miryala #FinancialPlanning #eMoneySummit25 #WealthManagement #VirtualSummit