Vinay Nair: Using AI to Personalize Wealth Ma...

The Associated Investor Services advisor describes how building a team around a shared interest can establish trust and deepen relationships with clients and prospects. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices 

The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident retirement decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across financial domains. 

Rajan Nagina, Head of the AI Practice at Newgen Software, discusses scaling business with AI. How can AI help us scale and grow? What are the opportunities today? And how can we make better use of AI to build a competitive advantage? Listen fo ...

Ed speaks with Gabe Stengel, Co-founder and CEO of Rogo, about the potential for AI to disrupt the banking sector. They also discuss Gabe’s experience pitching his financial services AI company to VCs, the importance of willpower, and how he finds balance between work and his per ...  Show more

In this podcast, John Golden interviews Sky Genie CEO Sankar Sundaresan on the challenges B2B revenue leaders face in data management for sales growth. Learn about Sky Genie's inception, the role of AI in sales processes, and the future of data-driven decision-making.