AdviceTech Podcast #69 – Feature: Advisors and AI
AdviceTech Podcast 8 February 2024
In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan Bowman, Partner at Cameron Harrison. They take a look at Netwealth’s “Humans and Machines” Report and discuss their insights on how financial advisors are leveraging AI to streamline business operations, enhance the client experience, and empower their teams while maintaining the important human element of financial advice.
A world of opportunity awaits you at Netwealth Investments Limited.
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