Hyper-personalization without baked-in compliance is why generic chatbots and GPT wrappers are a tricky alternative for fiduciary advisors..
Are financial advisors ready for AI co-pilots? This week’s WealthTech on Deck podcast guest thinks so. He’s staking his business venture on it. Jonathan Michael, the founder and CEO of Wealth I/O, joined host Jack Sharry to describe his company’s AI-enabled marketing tools for financial advisors that will help them “start to act like super advisors.” Listen to Michael describe the “financial lead magnets” and other services his company offers and where he thinks AI is headed. https://lnkd.in/eE7T3Urh