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
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
