How is artificial intelligence (AI) shaping the future of finance? This week, Jaci Stanton, Managing Director at F2 Strategy, joins “The Weekly Fintape.” Together, we discuss AI’s role in enhancing financial advisors’ efficiency and personalizing client experiences.

Drawing parallels to familiar platforms like Google and Netflix, we examine the delicate balance between embracing technological advancements and preserving authentic human connections in financial planning. Jaci shares her insights on the passion driving financial advising, focusing on providing stability and education to clients.

The episode wraps up on a light-hearted note with a nostalgic discussion about the Rocky IV soundtrack as a metaphor for career highs and lows, and a delightful personal story about meeting Carl Weathers. Tune in for an episode that blends finance, technology, and human connection!

Connect with us below!

• Jaci Stanton on LinkedIn
• F2 Strategy

Brodrick Lothringer on LinkedIn