NAPFA Spring 2025 National Conference Speaker

Ben Olsen began his career as a financial advisor before transitioning into fintech and data science, where he discovered the power of AI-driven automation to improve practice efficiency. As the founder of Beemo Automation, he helps financial advisors streamline operations, enhance client engagement, and reduce manual tasks through AI-powered workflows. Drawing from his firsthand experience in wealth management, Ben understands the challenges advisors face and provides practical, tech-driven solutions to optimize their businesses. A recognized thought leader in AI for financial advisors, he regularly speaks at industry conferences on leveraging automation to run a more efficient and scalable practice.