Advisors spend nearly half their time on tasks that take them away from clients. Hazel was built to change that. In this episode of The Advisor Journey, Dasarte sits down with Altruist’s Gokul Ramanathan and Fernando San Martín to share how Hazel, Altruist’s new AI-powered assistant, is helping advisors work smarter and focus on what matters most. They discuss Hazel’s origins, its role in simplifying advisor workflows, and the standards that keep client data secure. From automating meeting pr...