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Time is Money: AI's True Potential in Wealth Management with Arnulf Hsu

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Manage episode 482551775 series 3578292
Content provided by Brodrick Lothringer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brodrick Lothringer 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.

In this episode, we take a look at how artificial intelligence is changing the day-to-day work of financial advisors with Arnulf Hsu, CEO of GReminders. From scheduling meetings to preparing for client conversations, tools like GReminders aim to simplify time-consuming tasks and help advisors stay focused on client service and business growth. But is there a downside to AI assistants?

We discuss how these tools work, what they offer, and what they might mean for the future of client service in wealth management.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 482551775 series 3578292
Content provided by Brodrick Lothringer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brodrick Lothringer 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.

In this episode, we take a look at how artificial intelligence is changing the day-to-day work of financial advisors with Arnulf Hsu, CEO of GReminders. From scheduling meetings to preparing for client conversations, tools like GReminders aim to simplify time-consuming tasks and help advisors stay focused on client service and business growth. But is there a downside to AI assistants?

We discuss how these tools work, what they offer, and what they might mean for the future of client service in wealth management.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com

  continue reading

42 episodes

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