Ensombl Advice Australia AdviceTech Podcast #111 - AdviseWell
Nov 28, 2024
Clinton Cunningham, CEO of AdviseWell, discusses how AI is transforming financial advice practices by providing virtual back-office staff. He shares insights on the challenges of data management and the importance of quality information in enhancing client interactions. The conversation dives into the flexibility of technology in personal and professional realms, and how platforms like AdviseWell empower financial advisors by simplifying processes. Cunningham's vision illustrates a shift towards more efficient, integrated systems in the advisory industry.
AI Snips
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Transcript
Episode notes
iPad Mini's Evolution
- Clinton Cunningham's oldest tech is a 12-year-old iPad mini, initially bought for work but repurposed as a baby monitor.
- Now, it serves as a child distraction tool, highlighting the longevity of Apple hardware.
AI Uses
- Use AI for professional tasks like document formatting, Excel, and presentation critiques.
- Personally, leverage AI bots for parenting tips, health data analysis, and personalized learning.
From Big Banks to AdviseWell
- Clinton Cunningham's background includes software engineering, AI, and leading digital transformation programs in financial services.
- He founded AdviseWell to address the advice gap, leveraging his expertise and passion for building.