Brett Bernstein on the Pod, The Promising Future of AI and Milemarker on the Road
Brett Bernstein emphasizes the value that financial advisors bring to clients and the need for firms to adapt to the preferences of younger generations.
Peter Raimondi on the Pod, Video Will Be Everything / OpenAI's Latest Release and Milemarker on the Road
Peter Raimondi highlights the role of technology in wealth management, particularly cybersecurity, and the need for firms to stay updated with modern technology.
James Bogart on the Pod and Milemarker on the Road
James Bogart shares how transitioning to digital platforms helped grow his practice, the challenges of rapid expansion, and the importance of a strong team and culture.
Groundhogs, Neurosurgeons, More Pods Dropping and Milemarker on the Road
Tech Woes that Cost You Clients & Modernizing Your Firms Reporting
Scott Klaassen & Jud Mackrill answer advisor's top questions about reporting.
Plus the Opportunity That Exists Knowing 109,000 Financial Advisors Will Retire in the Next Decade
Reporting Workshop Recording, Bridging the Generation Gap, and Top 10 Tech Reveals of CES 2024
Clifton Schaller on the Pod, Last Chance to Register for Our Upcoming Workshop on Reporting, and Milemarker on the Road
