Advising in the Digital Age: Community Building and AI w/ Joe Moss
AFO|Wealth Management Forward
00:00
The Future Role of Financial Advisors in the Digital Age and the Importance of Community Building
This chapter explores the evolving landscape of financial advising in the digital era, emphasizing the shift towards specialized advisors who act as life planners rather than solely focusing on managing wealth. The discussion underscores the importance of integrating AI advancements while maintaining a human-centric approach in financial services.
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