ROI Podcast | Episode 26 | Should Financial Professionals Feel Threatened or Empowered by AI? | Chris Jeppesen | July 29, 2024
Manage episode 431304693 series 3524787
In this episode, Ryan talks to Chris Jeppesen, Chief of the Advisor Practice group at First Trust Chief of Advisor Consulting about what sets financial professionals apart from their peers.
Reach us at https://www.ftportfolios.com/
Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/
Follow us on 'X' @ftportfolios
अध्यायों
1. ROI Podcast | Episode 26 | Should Financial Professionals Feel Threatened or Empowered by AI? | Chris Jeppesen | July 29, 2024 (00:00:00)
2. Attributes of Successful Financial Professionals (00:00:13)
3. AI Impact on Financial Advisors (00:10:44)
4. Effective Communication in Financial Services (00:16:24)
5. Wealth Transfer and Advisor Demographics (00:22:47)
6. Journey of Overcoming Obstacles (00:33:30)
28 एपिसोडस