Your Financial Advisor Will Be Better Because Of AI (Not Replaced By It)

The Digital Slice Podcast is brought to you by The Friedman Group, LLC

Are you worried one day your financial advisor with be an AI bot? This is not going to happen. But it will help them remember everything about you.

Join Brad Friedman and Bill Rice as they chat about the current state of FinTech and the future we can expect.

Bill Rice is a veteran Air Force counterespionage officer who became marketing expert who's been in the lead gen game since before social media existed! As the creator of Kaleidico and Bill Rice Strategy Group, he's produced over 500,000 leads per year for clients, creating and exiting multiple successful companies along the way, while producing more than 9 figures for clients.

But Bill's not your average marketing specialist. His transition from developing information warfare centers in the Air Force to launching one of the first mortgage lead management systems gives him a distinctive perspective on consumer psychology and company scaling. Through economic downturns and the emergence of AI, Bill has continuously stayed ahead of the curve, even recently selling his own agency for a 7-figure exit! (Here's something cool: Bill was also a member of the founding team of the first internet bank back in 2000 and scaled it to $1B in home equity loans, eventually exiting to a PE firm).

Today, he's on a journey to share his strategies for developing sustainable demand-generation programs that drive real outcomes. From producing content that performs to developing automated lead systems that grow, he brings actionable strategies that get results.

In this Episode:

• Bill chatted a bit about how his work in military counterintelligence exposed him to the early internet, including IRC chats and steganography, marking his first experience with transformational technology.
• Bill describes creating dedicated AI agents trained on regulatory compliance to review content and campaigns, producing scorecards that ensure consistency and speed up approval processes.
• Despite technological advances, Bill believes says humans still prefer dealing with humans for complex financial decisions, and traditional relationship-building (dinners, events) remains effective.
• Bill recounts a developer showing him Google for the first time—a simple box on a white page that would revolutionize digital marketing and lead generation.
• Bill draws a parallel between the emergence of Google and ChatGPT, arguing we're entering another transformational moment that will reshape how leads are generated in financial services.

Quotes from this Episode:
“They said, sure, we'll be happy to send you leads. We have people that are interested in home equity and we'll start faxing them to you on Monday.” – Bill Rice
“The Google search box was just the first one, and now we've got this other one. That's really changing the way that we generate leads.” – Bill Rice
“At the end of the day humans still like to deal with humans and often as they get close to the final decision it's always a little bit comforting to be able to talk to a human.” – Bill Rice
“I think this is the sneaky little thing that always creeps in at the last minute and blows up our innovation and products.” – Bill Rice
“What I'm really hoping happens as we create some more margin there, it gives us more time for the humans to interact with humans.” – Bill Rice

Resources:

Bill Rice:
LinkedIn: Bill Rice
X: Bill Rice
YouTube: Bill Rice Strategy
Website: Bill Rice Strategy Group
Website: Kaleidico

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Books
“Brad Friedman on Digital Marketing,” by Brad Friedman
“The Small Business Owner's Guide To Inbound Marketing,” by Brad Friedman
“100 Livestreaming & Digital Media Predictions,” by Ross Brand with a chapter by Brad Friedman

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