Artwork

Kandungan disediakan oleh Brodrick Lothringer. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Brodrick Lothringer atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Player FM - Aplikasi Podcast
Pergi ke luar talian dengan aplikasi Player FM !

Jaci Stanton on Blending Finance, AI, and Human Connection

20:20
 
Kongsi
 

Manage episode 435566811 series 3578292
Kandungan disediakan oleh Brodrick Lothringer. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Brodrick Lothringer atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

How is artificial intelligence (AI) shaping the future of finance? This week, Jaci Stanton, Managing Director at F2 Strategy, joins “The Weekly Fintape.” Together, we discuss AI’s role in enhancing financial advisors’ efficiency and personalizing client experiences.

Drawing parallels to familiar platforms like Google and Netflix, we examine the delicate balance between embracing technological advancements and preserving authentic human connections in financial planning. Jaci shares her insights on the passion driving financial advising, focusing on providing stability and education to clients.

The episode wraps up on a light-hearted note with a nostalgic discussion about the Rocky IV soundtrack as a metaphor for career highs and lows, and a delightful personal story about meeting Carl Weathers. Tune in for an episode that blends finance, technology, and human connection!

Connect with us below!

Brodrick Lothringer on LinkedIn

  continue reading

24 episod

Artwork
iconKongsi
 
Manage episode 435566811 series 3578292
Kandungan disediakan oleh Brodrick Lothringer. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Brodrick Lothringer atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

How is artificial intelligence (AI) shaping the future of finance? This week, Jaci Stanton, Managing Director at F2 Strategy, joins “The Weekly Fintape.” Together, we discuss AI’s role in enhancing financial advisors’ efficiency and personalizing client experiences.

Drawing parallels to familiar platforms like Google and Netflix, we examine the delicate balance between embracing technological advancements and preserving authentic human connections in financial planning. Jaci shares her insights on the passion driving financial advising, focusing on providing stability and education to clients.

The episode wraps up on a light-hearted note with a nostalgic discussion about the Rocky IV soundtrack as a metaphor for career highs and lows, and a delightful personal story about meeting Carl Weathers. Tune in for an episode that blends finance, technology, and human connection!

Connect with us below!

Brodrick Lothringer on LinkedIn

  continue reading

24 episod

すべてのエピソード

×
 
Loading …

Selamat datang ke Player FM

Player FM mengimbas laman-laman web bagi podcast berkualiti tinggi untuk anda nikmati sekarang. Ia merupakan aplikasi podcast terbaik dan berfungsi untuk Android, iPhone, dan web. Daftar untuk melaraskan langganan merentasi peranti.

 

Panduan Rujukan Pantas

Podcast Teratas