
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