In this episode, Ryan Goulart sits down with Spenser Segal, CEO of Actifi, to explore how artificial intelligence is transforming wealth management and what it means for the future of human-AI collaboration.

Drawing from decades of experience at the forefront of technology revolutions from the internet to SaaS to cloud computing Spenser shares why he believes the rise of agentic AI represents the biggest shift yet. He outlines a framework for “human-AI synergy” that helps professionals understand their evolving role as AI takes on more non-high-human-value-added tasks, freeing people to focus on deeper client relationships, values alignment, and purposeful decision-making.