As financial advisors face mounting acquisition costs and waning results from traditional lead vendors, Ian Karnell believes the future of growth lies in ownership—not outsourcing. The CEO and Co-Founder of VastAdvisor, Karnell has built a career at the intersection of fintech, SaaS, and digital marketing, and his latest whitepaper outlines how artificial intelligence is transforming the economics of advisor growth.

In From Leads to Legacy: How AI is Redefining Growth for Financial Advisors, Karnell introduces the AI Growth Operating System—a model that replaces “rented growth” from paid leads with owned, compounding intelligence. VastAdvisor’s proprietary Advisor Intelligence Loop™ connects CRM, web, and campaign data into a self-learning engine that continuously improves targeting, messaging, and conversion. The outcome: up to 30× lower customer acquisition costs and scalable, compliant growth designed for the advisory profession.

“AI isn’t just enhancing financial advisory—it’s reshaping the very economics of client acquisition and advisor scalability,” notes Karnell. VastAdvisor’s system not only automates and optimizes campaigns, but also embeds explainability and compliance at every step—empowering advisors to focus on human connection and strategic planning.

Produced in partnership with Digital Wealth News and AI & Finance, this whitepaper encapsulates the key insights VastAdvisor shared during the 2025 Big Sky AI Forum in Bozeman, Montana—an event that brought together leaders from across the fintech and wealthtech ecosystem to explore how AI is redefining growth, compliance, and client experience.

Download the full whitepaper below and learn how to transform your firm’s growth from transactional to truly compounding at VastAdvisor.ai.

Download VastAdvisor_Whitepaper Here

Content generated by DWN staff with assistance from ChatGPT