The Fintape

Security, Privacy, and Productivity in AI with John Connell


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In this episode recorded live from Miami, Brodrick and special co-host Jamie Hopkins are joined by John Connell, Co-founder and CEO of Focal, who shares how AI agents are doing more than ever: filling forms, updating CRMs, and giving advisors back up to 15 hours a week.

John says this isn’t about replacing humans. It’s about freeing advisors up to focus on what matters most—their clients.

Connect with us below!

  • John Connell on LinkedIn
  • Focal
  • Jamie Hopkins on LinkedIn
  • Brodrick Lothringer on LinkedIn 

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The FintapeBy Brodrick Lothringer