Your AI Advisory Board

With Thomas J. Manetta, MSFAMay 7, 2026

Imagine having access to top financial minds anytime you need a second opinion.

What the clip covers

How Matt Halloran built an AI advisory board for second opinions
Uploading your own data and asking better questions
Why it expands your thinking rather than replacing advice
Thomas J. Manetta, MSFA's point that clients are beginning to do this too

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