
Sign up to save your podcasts
Or


"The idea that AI isn't going to play some role in filling that advice gap in some way or some shape or form is probably pretty naive."
Mark Pitaccio - behavioural economist, financial psychologist and doctoral researcher at the University of London - joins Stuart Breyer on SOFI meets... to explore what truly makes a great financial advisor, from the personality traits correlated with success to the trust equation that underpins every client relationship. For institutional investors navigating the future of financial services, this episode cuts to the heart of where human advice adds irreplaceable value in an AI-driven world.
By SOFI ai"The idea that AI isn't going to play some role in filling that advice gap in some way or some shape or form is probably pretty naive."
Mark Pitaccio - behavioural economist, financial psychologist and doctoral researcher at the University of London - joins Stuart Breyer on SOFI meets... to explore what truly makes a great financial advisor, from the personality traits correlated with success to the trust equation that underpins every client relationship. For institutional investors navigating the future of financial services, this episode cuts to the heart of where human advice adds irreplaceable value in an AI-driven world.