The Role of Technology in Financial Advising
Description
In this episode Sheldon and Nick dive into the transformative role of technology in financial advising. š Discover how cutting-edge innovations are reshaping the financial landscape, making advising more efficient, accurate, and accessible. Whether you're an advisor looking to stay ahead of the curve or an investor keen on understanding the tools your advisors use, this episode is packed with insights you can't afford to miss!
In this episode, we cover:
How AI and machine learning are revolutionizing client interactions
Must-have tech tools for modern financial advisors
Real-life success stories of tech integration in financial planning
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Website: https://financevillage.ca/
Sheldon Brow: https://www.linkedin.com/in/sheldon-brow/
Nick Giovannetti: https://www.linkedin.com/in/nickgio/
United States
