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Episode 9: The Future of Financial Advice
Manage episode 424128027 series 3564795
The American College of Financial Services द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री The American College of Financial Services या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Technology, especially artificial intelligence (AI) is making increasing inroads into the day-to-day of financial services professionals. How will this shift impact the future of the industry?
Host Jared Trexler speaks with Derek Notman, CFP®, founder and CEO of fintech company Couplr.AI. Couplr recently announced a partnership with The College to offer free access to its platform – which endeavors to match advisors to their ideal clients – to College alumni. Trexler and Notman discuss their respective visions for where the profession is headed and the role of technology in making The College’s mission of benefiting society a reality.
Find all episodes at TheAmericanCollege.edu/Shares.
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