Jennifer Marcontell: How to Scale Your Practice With a Human Touch

Jennifer Marcontell: How to Scale Your Practi...

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Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap

The firm’s head of wealth management and field management describes how its advisors are using artificial intelligence, technology, and teaming to build trust with clients and help them reach their goals. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adsw ...  Show more

 . 16min 20sec
Jeff McMillan: Inside the RIA of 2030

Morgan Stanley’s former head of firmwide artificial intelligence looks inside the AI-powered advisory firm of 2030 and discusses what humans may still be uniquely needed to do. Host: Steve Sanduski. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo ...  Show more

 . 50min 15sec

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