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The (Good) Robots Are Coming! How AI and Automation Are Helping Wealth Management Businesses Like Yours Today.
Matt Reiner, CEO of Benjamin joins John Prendergast and Mike Langford to explore how financial advisors can leverage AI-powered tools and automated solutions to save time and expand their ability to serve clients.
Advisors and their staff spend so much time on repetitive tasks that can easily be automated today. Seemingly simple things scheduling a meeting with a client or a prospect actually take a lot more time and effort than we think. In this episode, we discuss how to augment your advisory business with tools designed to free you and your team up from the mundane.
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By BlueleafMatt Reiner, CEO of Benjamin joins John Prendergast and Mike Langford to explore how financial advisors can leverage AI-powered tools and automated solutions to save time and expand their ability to serve clients.
Advisors and their staff spend so much time on repetitive tasks that can easily be automated today. Seemingly simple things scheduling a meeting with a client or a prospect actually take a lot more time and effort than we think. In this episode, we discuss how to augment your advisory business with tools designed to free you and your team up from the mundane.