In this episode of the Perfect RA Podcast, Matthew Jarvis and guest Liam Hanlon from Jump AI discuss the evolving landscape of technology adoption in financial advisory. They explore the benefits of note-taking technology, the psychological barriers advisors face, and the insights derived from analyzing advisor-client interactions. The conversation highlights the importance of integrating AI tools into daily operations to enhance client relationships and improve outcomes. They also touch on the future of Jump AI and the growing trend of AI adoption among financial advisors.
Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
Resources in today's episode:
- Matt Jarvis - Website | LinkedIn - Liam Hanlon - Website | LinkedIn - Learn more about our programs - https://go.theperfectria.com/programs
