Why Technology Alone Can't Replace Wealth Advisors

How advisors can strike a balance between human and artificial intelligence

The Human Advantage: Why Technology Alone Can't Replace Wealth Advisors with John Ndege

In this week’s episode of Milemarker’s Connected Podcast, Jud Mackrill sits down with John Ndege, Founder of Rapid Reply. They dive into conversation around the importance of human connections in the wealth management industry and how technology can enhance the client-advisor relationship.

John also shares his journey from working at Facebook to building risk tolerance software for financial advisors, the differences between the wealth management industries in the US and the UK, and the impact of AI on business productivity.

Here are a few key takeaways from this week’s ep:

  1. The wealth management industry is about helping people live the lives they want, not just about financial returns.

  2. Trust and human connections are essential in the wealth management industry and cannot be replaced by technology.

  3. AI can be used to improve productivity and efficiency in business workflows, such as email management and document summarization.

  4. The future of AI lies in enterprise workflows and automating manual, repetitive tasks to make businesses more scalable.

The episode is available now on your favorite podcast platform:

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If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.

Kyle Van Pelt