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Money Matters Episode 335- Human Connection at Scale: Robert Sofia on AI, Trust, and Advisor Growth

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Manage episode 508670656 series 3033146
Content provided by Christopher Hensley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christopher Hensley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

🚨 Can AI actually make financial advisors feel more human—not less? That’s the bold idea Robert J. Sofia, CEO of Snappy Kraken, shares in this week’s episode of Money Matters. We break down what “human connection at scale” really looks like in today’s digital-first world—and why it might be the future of financial advising. Here’s what we cover: ✅ Real AI implementation vs. ChatGPT tinkering ✅ Using data to personalize at scale (without losing your voice) ✅ How one firm doubled AUM from $20B → $40B with smarter marketing ✅ Why compliance + data strategy must come first ✅ How segmentation and timing can turn cold leads into real clients 💡 Key takeaway: AI isn’t here to replace financial advisors—it’s here to help you deliver trust, relevance, and authenticity consistently. If you’ve ever wondered how to scale trust without losing your edge, this episode is your blueprint. 🎧 Listen now: Click Below 🔁 Tag a fellow advisor who’s “AI-curious”

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337 episodes

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iconShare
 
Manage episode 508670656 series 3033146
Content provided by Christopher Hensley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christopher Hensley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

🚨 Can AI actually make financial advisors feel more human—not less? That’s the bold idea Robert J. Sofia, CEO of Snappy Kraken, shares in this week’s episode of Money Matters. We break down what “human connection at scale” really looks like in today’s digital-first world—and why it might be the future of financial advising. Here’s what we cover: ✅ Real AI implementation vs. ChatGPT tinkering ✅ Using data to personalize at scale (without losing your voice) ✅ How one firm doubled AUM from $20B → $40B with smarter marketing ✅ Why compliance + data strategy must come first ✅ How segmentation and timing can turn cold leads into real clients 💡 Key takeaway: AI isn’t here to replace financial advisors—it’s here to help you deliver trust, relevance, and authenticity consistently. If you’ve ever wondered how to scale trust without losing your edge, this episode is your blueprint. 🎧 Listen now: Click Below 🔁 Tag a fellow advisor who’s “AI-curious”

  continue reading

337 episodes

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