AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
7min chapter
Day Two live from Schwab Impact in San Francisco
Bloomberg Businessweek
Navigating Technology in Financial Advisory
This chapter explores the interplay between technology, personalization, and scale in the financial advisory industry. It emphasizes the necessity for advisors to leverage tech solutions to provide tailored services while balancing efficiency. The discussion includes advancements in the RIA space, reflecting on historical changes and the development of innovative tools like a ChatGPT-like assistant for improved communication.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode