Elementality for Financial Advisors | Elements Financial Vitals System™
When Tech Is Better Than A Human Advisor [197]
Jan 9, 2025
08:48
Jordan challenges the assumption that human advisors must always be the first point of contact, and discuss how AI and tech tools could provide a less scary entry point for people hesitant to discuss their finances.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
