Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience
Connor Sung explains how platforms like eMoney are evolving to support more nuanced and individualized planning conversations.
Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services
Tobias Dengel and I discuss what advisors should be thinking about as they prepare for the voice tech revolution.
Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice
Jason Pereira and I discuss how financial advisors can take advantage of AI instead of being taken advantage of by AI.
Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace Wealthtech
In part two of my conversation with Marty Bicknell, we discuss what the latest trends in wealthtech mean for financial services.