Samir Vasavada on adviser strategy
From Samir Vasavada (Vise) on Why the Future Advisor Needs EQ Over IQ | Capital Connect Ep. 3 · · Capital Connect
“If I was an adviser today, I would focus on the 50-year-old segment. I would figure out how to offer more services. So, how do I go buy an accounting? How do I go buy a CPA firm? How do I offer lifestyle services? How do I find more things, more ways to differentiate myself than just I'm your adviser and I help with estate planning and tax and I meet with you once a quarter.”
On , Samir Vasavada, Cofounder at Vise, spoke about adviser strategy during Samir Vasavada (Vise) on Why the Future Advisor Needs EQ Over IQ | Capital Connect Ep. 3 on Capital Connect.
About Samir Vasavada
Samir Vasavada, cofounder and CEO of Vise, appeared on two podcasts in May 2026. On the Capital Connect podcast, Vasavada said that as AI handles complex portfolio-management tasks, financial advisors will succeed based on "EQ" skills such as understanding client psychology and managing relationships, rather than traditional financial expertise. He stated that future advisors might study psychology instead of finance, and compared the shift to doctors becoming "actors" as robots perform surgeries. Vasavada advised that current advisors should focus on clients in the 50-year-old segment, offering additional services like accounting and lifestyle planning to differentiate themselves. He also described the wealth management industry as "pretty screwed" unless a subset of advisors uses AI to its advantage. On the Very First Win podcast, Vasavada discussed starting Vise at age 15 and dropping out of high school in Cleveland, Ohio, to bootstrap the company before moving to San Francisco. He reflected that his early fundraising approach of sending a wide net of cold emails was less effective than a narrower, deeper strategy would have been. Vasavada described Vise as an AI platform that helps financial advisors build personalized portfolios for clients, addressing life decisions such as saving for college or buying a home. He characterized his decision to skip the traditional educational and career path as a focus on "building something" directly rather than pursuing credentials.