{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/2d5fac6ae108417ba5ea697b13b64d68\" frameborder=\"0\" width=\"1432\" height=\"1074\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1074,"width":1432,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1074,"thumbnail_width":1432,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/2d5fac6ae108417ba5ea697b13b64d68-7f9db31036734d0a.gif","duration":656.513,"title":"Unlocking Personalized Financial Advice with Clarista","description":"In this week's edition of Clarista Demo Days, I discussed how Clarista empowers financial advisors to navigate the increasing demand for personalized advice amidst a shrinking advisor base. With affluent investors seeking holistic advice and the industry facing a shortage of nearly 100,000 advisors over the next decade, our platform provides essential tools to manage complex portfolios effectively. I highlighted how Clarista automates data extraction, generates tailored client briefs, and even creates prep podcasts to ensure advisors are always client-ready. The goal is to transform the pressure of rising complexity into a manageable advantage. I encourage you to explore how Clarista can enhance your advisory practice and better serve your clients."}