AdviceTech Podcast #87 - LivePreso Advice

Ensombl Advice Australia

English - June 13, 2024 13:00 - 43 minutes - 49.1 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: #449 Robert Rich

Next Episode: Investment Podcast #13 - Residential Real Estate

This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time.

Aaron Cooper LinkedIn: https://www.linkedin.com/in/aaronscooper/
LivePreso Website: https://www.livepreso.com/advice
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth.

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