53. The Financial Advisor Is Alive and Well: Season 3 Begins with Ilya Zlotnik
Update: 2025-11-13
Description
Welcome back! We’re kicking off season 3 of Land and Everything Else with a conversation that bridges technology, trust, and transformation in wealth management. Dr. Craig Lemoine welcomes back Ilya Zlotnik, Partner and Managing Director at Vivaldi Capital Management, to explore how AI is changing the way advisors work and why it’s making the human element more valuable than ever.
Together, they unpack what AI can (and can’t) do in the advisory space, how fintech tools are freeing up time for deeper client relationships, and what the rise of private markets means for investors and future planners.
Key topics:
- The myth of the “dead advisor” in the AI era
- How AI tools like Copilot are reshaping efficiency and client service
- The expanding role of alternatives and private markets
- Why emotional intelligence and trust still define great advisors
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