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AdviceTech Podcast #66 - Feature: AI and Netwealth
Ensombl Advice Australia
English - January 18, 2024 12:00 - 1 hour - 65.9 MBInvesting Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
This week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and challenges of artificial intelligence in the advice industry, focusing on how advisors can start leveraging AI tools to improve their businesses and better serve clients.
Netwealth's Advicetech page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/
Racheal Collogan Linkedin: https://www.linkedin.com/in/rachealcollogan/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
Leave a voice message for Peita: https://www.speakpipe.com/PeitaD
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240119
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