Adjusted for Risk: How AI Brings Financial Advisors, Clients Closer [Video]

Name: Adjusted for Risk: How AI Brings Financial Advisors, Clients Closer #TechMarketing #DigitalMarketing #InfluencerMarketing [Video]
Uploaded: 2024-09-10T03:36:56+00:00
Description: Leo Kelly, founder and CEO at Verdence Capital Advisors, joins Zephyr Market Strategist Ryan Nauman to discuss how the relationship between financial advisors and clients is becoming more sophisticated as client demands become more complicated.

Marketing Technology

Post author By Curator
Post date September 10, 2024

Leo Kelly, founder and CEO at Verdence Capital Advisors, joins Zephyr Market Strategist Ryan Nauman to discuss how the relationship between financial advisors and clients is becoming more sophisticated as client demands become more complicated.

During this informative chat, Leo shares his thoughts on how artificial intelligence can help enhance the evolving relationship between client and advisor. He also answers the question of whether RIAs have a leg up on captive advisors when implementing new investment management technology.