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AdviceTech Podcast #69 - Feature: Advisors and AI

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Manage episode 399910680 series 1398082
Innhold levert av Ensombl. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ensombl eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan Bowman, Partner at Cameron Harrison. They take a look at Netwealth's "Humans and Machines" Report and discuss their insights on how financial advisors are leveraging AI to streamline business operations, enhance the client experience, and empower their teams while maintaining the important human element of financial advice.

Netwealth's AdviceTech Page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/ Tristan Bowman LinkedIn: https://www.linkedin.com/in/tristan-bowman-085a3064/ James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Leave a voice message for Peita: https://www.speakpipe.com/PeitaD

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240209

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/

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859 episoder

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Manage episode 399910680 series 1398082
Innhold levert av Ensombl. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ensombl eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan Bowman, Partner at Cameron Harrison. They take a look at Netwealth's "Humans and Machines" Report and discuss their insights on how financial advisors are leveraging AI to streamline business operations, enhance the client experience, and empower their teams while maintaining the important human element of financial advice.

Netwealth's AdviceTech Page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/ Tristan Bowman LinkedIn: https://www.linkedin.com/in/tristan-bowman-085a3064/ James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Leave a voice message for Peita: https://www.speakpipe.com/PeitaD

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240209

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

859 episoder

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