Clinton Cunningham

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.