President
Generosity Wealth Management
Michael Brady, Founder of Generosity Wealth Management in Boulder, CO, brings 34 years of financial planning expertise, focusing on aligning wealth with purpose and possibility.
For the first half of his career, he worked in a successful but inefficient firm that prioritized headcount over productivity. In 2008, he founded his firm to emphasize streamlined operations and foster meaningful client relationships, serving high-net-worth clients with comprehensive planning, investment management, estate strategies, and philanthropic services. Michael leverages AI to enhance client service and to drive significant growth over the next 15 years.
A pioneer in AI adoption, Michael integrates advanced tools to automate tasks like note-taking, document analysis, and client communications, freeing time for high-value activities like personalized client advising and strategic planning. His innovative use of AI enables rapid analysis of complex financial data, such as tax returns or estate documents, delivering actionable insights. He envisions AI consolidating data for comprehensive client profiles, transforming advisory practices.
Michael’s efficiency enables extensive philanthropy, including projects in Rwanda and Uganda, prison and homeless outreach, mentoring, and ongoing support for Ukrainian orphans. At 58, he balances professional ambition with a meaningful life.
From prep to follow-up, AI is redefining the way advisors engage with clients—and streamline operations. In this dynamic session, we’ll explore how AI-powered tools are being integrated into every stage of the client meeting lifecycle, including pre-meeting preparation, real-time meeting assistants and note-takers, post-meeting summaries, CRM and financial planning system updates, and even action item tracking.
Learn how leading firms are leveraging AI to increase consistency, save time, ensure compliance, and improve client satisfaction—without sacrificing the human element. Whether you’re a financial advisor looking to optimize your process or a leader shaping your firm’s AI strategy, this session will provide real time use cases that are already transforming advisor workflows, leading to better efficiencies and more time spent on advice.