Jonathan Michael, Founder of AdvisorX AI

Jonathan Michael

Founder, AdvisorX

Perplexity AI Business Fellow
Industry Podcast Guest Speaker
AI Implementation Specialist

Jonathan Michael helps RIAs and financial services firms put AI to work on real business outcomes—better prospecting, faster content, massive time savings and compliant workflows without adding complexity.

As a Perplexity AI Business Fellow and AI-educator, Jonathan creates hands-on education for practitioners through his YouTube channel and LinkedIn newsletter.

YouTube Channel

AI for Financial Advisors

LinkedIn Newsletter

Wealth Management Prompts