AdviceTech Podcast #52 – Moxo – Time-codes

0:00 – Intro
5:30 – How technology has changed the way we think about business.
10:20 – How our perception of email has changed.
15:48 – An advisor’s relationship with the client.
18:08 – Reducing churn and increasing customer retention.
22:59 – Introducing new tech to your team.
27:59 – Moxo’s security.
37:52 – Thinking in boxes and arrows.
42:54 – Moxo’s interpretation of AI.
52:32 – Advice on adopting new technology.
54:44 – Peita’s final thoughts on Moxo.