Using AI to Scale Personalization and Advisor Efficiency with Vinay Nair
Vinay Nair on the state of AI in financial services and why the rise of AI will make person-to-person skills even more critical.
Vinay Nair on the state of AI in financial services and why the rise of AI will make person-to-person skills even more critical.
Matt Reiner returns to discuss his entrepreneurial journey and the broader implications of technology and AI in financial advising.
Tobias Dengel and I discuss what advisors should be thinking about as they prepare for the voice tech revolution.
Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.
I connected ChatGPT to a text to speech AI from ElevenLabs named Rachel. She graciously answered my questions to showcase some of AI's capabilities.
Scott Holsopple, the Chief Growth Officer at Hightower, discusses how advisors should be thinking about personal and professional growth.
Ainslie Simmonds on building an interconnected suite of financial applications that will give advisors more time to focus on clients.
A discussion of 5 key areas that are rapidly changing and what financial advisors should be doing right now to embrace them and future proof your practice.
Patrick Brewer and Stephanie Bogan on the mindset, strategies, and tactics that lead to masterful marketing success.
A two-part conversation with Jim Crider, CFP® about guiding clients through money stress and allocating to Bitcoin.