Your Firm's Handling of AI Will Affect You
Financial advisors have very different perspectives on AI. Some see it as a threat to the future value of their business. Others see an enormous opportunity to become more efficient, improve the client experience, and create new avenues for growth.
What is becoming increasingly clear is that not every financial firm is approaching AI the same way.
Some firms are still deciding whether to make these tools available to their advisors. Others are actively integrating AI and advanced planning technology throughout their platforms. Advisors at those firms report saving 8, 10, or even 12 hours each week while becoming more involved in areas such as tax and estate planning.
I hope this helps. Thanks for watching!
Don’t forget to LIKE 👍 and SUBSCRIBE ✅
—-
► Useful?
Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ
Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
—-
Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen
Website: https://www.coreywalen.com
Corey Walen, Managing Partner
Bridgemark Strategies