In episode 6 we dive into the question, what role will Artificial Intelligence (AI) play in the financial industry and how will it affect the role of advisors?
Our goal is simple, we want to invite you into conversations we have as a wealth management team and have a platform to discuss the questions and topics that come up frequently from our clients.
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We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we draw a listener topic or question out of a hat and then have a candid conversation about it. We don't know what the question will be, which makes it interesting. We are striving for a great listener experience by discussing financial topics in a relatable way. We hope you enjoy it.
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