Resolve Riffs Investment Podcast cover image

Befi is Dead; Long Live Befi! with Shaping Wealth’s Brian Portnoy

Resolve Riffs Investment Podcast

CHAPTER

Empowering Financial Conversations with Lydia

This chapter examines Lydia, an innovative AI assistant that enhances communication and planning for financial advisors. It highlights Lydia's ability to foster deeper client relationships through conversational interfaces and personalized interactions, emphasizing the importance of technology in augmenting human capabilities. The discussion also touches on the potential of advanced language models to revolutionize financial advising by mimicking therapeutic conversations and encouraging meaningful dialogue.

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