{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Money Matters Episode 339-AI Workers, Not Chatbots: How Advisors Scale with Digital Co-Workers W\/Jonathan Michael","description":"What if financial advisors didn\u2019t just use AI tools\u2014but had AI workers supporting their business? In this episode of Money Matters, host Chris Hensley is joined by Jonathan Michael, Director of Growth at TIFIN AXIS, to unpack what AI agents really are, how they differ from chatbots, and why they\u2019re quickly becoming a practical way for advisory firms to scale. Jonathan brings a founder\u2019s perspective from both EdTech and WealthTech and focuses on one core idea: AI should take on the operational, repetitive work that slows firms down\u2014so advisors can spend more time where they add the most value. In this conversation, we discuss: What defines an AI agent (and what doesn\u2019t) Why AI workers are best thought of as digital co-workers Where agents outperform traditional software and manual workflows Why structured prompting is a best practice for reliability and oversight How verification loops reduce AI errors and improve confidence The role of data infrastructure in deploying AI responsibly What the RIA of the future looks like with humans and AI working together If you\u2019re a financial advisor or RIA leader trying to make sense of AI without the hype, this episode offers a grounded, practical look at how firms are actually using it today\u2014and where it\u2019s heading next. \ud83d\udd17 Guest Jonathan Michael Director of Growth, TIFIN AXIS Host, AI for Wealth Author, Wealth Management Prompts ","author_name":"MONEY MATTERS with Christopher Hensley","author_url":"https:\/\/www.moneymatterspodcast.com\/","html":"