🎧 Sunday Morning Podcast Recommendation 🚀 Big thanks to NextWealth Heather Hopkins Alasdair Walker, CFP™ walker for the open and engaging discussion on how financial advisers can think about adopting AI in their practices. It was great to share our perspective at Re:LoA and dive into the various ways AI can truly enhance advisory workflows. 👇 Check out the full conversation here 👇 https://lnkd.in/ersnXvHN If you don't already follow the podcast I highly recommend it to be added to your favorites! There are some great and insightful conversations! Looking forward to sitting down with the team at Nextwealth again in the new year!
🚀 New release: Season 5, Episode 7 of our podcast on AI in Wealth Management—exploring its current uses, future potential, and the challenges of implementation! 🎙️ Hosts Heather Hopkins and Alasdair Walker, CFP™, are joined by Gary Abela, Co-Founder & CCO of Re:LoA. Gary shares insights into Re:LoA’s mission and impact, alongside a detailed product demo in our companion video. Full episode and demo available on our website—link in the comments 👇 #AIinWealthManagement #FinTech #WealthManagement #ArtificialIntelligence #Podcast
