Webinar with Subatomic: AI Agents Without the Fear: How RIAs Can Grow Without Growing Headcount
The buzz around AI agents is everywhere — but so is the fear, uncertainty, and doubt. Are agents going to replace your team? Are they a black box you can’t audit? Can you actually trust them with client data?
Join John O’Connell of The Oasis Group and Sam Sova and Karl Simon, Co-Founders of Subatomic AI, for a candid, practical conversation on April 16th at 1pm ET about what agentic AI actually means for wealth management firms today. Together they’ll cut through the noise, walk through real use cases, and show how forward-thinking RIAs are using AI coworkers to grow their businesses — without adding headcount or compromising compliance.
What You’ll Learn:
• Why most advisors are using AI for simple use cases and not finding true scale.
• The difference between simple AI use and truly agentic AI — and why it matters for your firm
• How to address compliance and auditability concerns so your CCO is comfortable
• Real workflow examples: how an agent handles an RMD inquiry end-to-end — saving hours per request
• How to grow revenue and profitability without growing your largest expense: your people
• What the firm of the future looks like — and the practical steps to get there
Who Should Attend:
This webinar is ideal for wealth management founders, managing partners, operations leaders, and chief compliance officers who are curious about AI agents but haven’t yet found a clear, practical path to adoption. Whether you’re skeptical, cautious, or just getting started, you’ll walk away with a concrete framework for evaluating agentic AI on your own terms.
