Get Ready: Before Life Happens Podcast
Get Ready: Before Life Happens brings together diverse voices, guides, and changemakers from around the world who are helping people and professionals navigate life’s what-ifs with clarity, integrity and confidence.
Hosted by Financial Readiness Advocate Tony Steuer, the show explores the insights, stories, and tools that strengthen financial readiness and reshape how we think about money, life, aging, caregiving, resilience, and purpose.
Want more? Join The Get Ready Movement at www.tonysteuer.com
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Get Ready: Before Life Happens Podcast
How AI Is Transforming Financial Planning and Enhancing Client Relationships
On this episode of The Get Ready Money Podcast, I spoke with Lily Vittayarukskul, co-founder of Waterlily, and Sumedha Rai, AI strategist, about how AI is reshaping financial planning—from enhancing advisor-client relationships to helping protect consumers from financial scams.
We explored how advisors can integrate AI thoughtfully, while keeping empathy and human connection at the center of every conversation.
💡 Key Takeaways
🔹 AI boosts personalization
🔹 Automation frees up time for advisors to focus on deeper client conversations
🔹 AI improves fraud detection, but social engineering still requires human awareness
🔹 Empathy can’t be outsourced—relationships remain the advisor’s superpower
🔹 AI enables scale, but it’s people skills that build trust
🔹 Pause before reacting—slow down, verify, and stay scam aware
Connect with Lily Vittayarukskul:
Connect with Sumedha Rai:
Resources mentioned:
- Get Ready Podcast episode: Connecting Wealth and Great Health With Chris Heye (here)
- Carefull (here)
- Eversafe (here)
Bio:
Lily Vittayarukskul is the CEO and Co-Founder of Waterlily. Graduating from UC Berkeley with a degree in Genetics and Data Science, Lily led product and engineering teams at multiple startups before founding Waterlily, a company dedicated to making healthcare and its costs accessible, understandable, and empowering for all.
Sumedha Rai is a data scientist and AI strategist who helps industries like FinTech and healthcare tackle high-stakes challenges. From central banks to micro-investment platforms, I’ve built predictive models that detect fraud, analyze risk, and uncover customer insights—before problems arise.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
