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What if your financial advisor was faster, cheaper, smarter—and didn’t try to sell you anything?
In this episode of Power Talk, we sit down with Alex Harmsen, founder of Portfolio Pilot, the AI-powered financial platform managing over $30B in assets. Alex reveals how the platform helps individuals make smarter investment decisions without handing over control—or paying 1% fees.
Highlights:
✅Why traditional wealth managers are broken
✅How Portfolio Pilot works behind the scenes
✅The psychology of selling stocks like Tesla
✅Tax optimization and the rise of AI-based financial advice
🎁 Try Portfolio Pilot free for a month using code: PODCAST
Want to be a guest on The PowerTalk Show? Send Navin Shetty a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/17479839377914791fdd73d72
#PortfolioPilot #Fintech #InvestingAI #WealthManagement #PowerTalk #FinancialPlanning #podmatch #BTW #businesstalksweekly #businesstalks
What if your financial advisor was faster, cheaper, smarter—and didn’t try to sell you anything?
In this episode of Power Talk, we sit down with Alex Harmsen, founder of Portfolio Pilot, the AI-powered financial platform managing over $30B in assets. Alex reveals how the platform helps individuals make smarter investment decisions without handing over control—or paying 1% fees.
Highlights:
✅Why traditional wealth managers are broken
✅How Portfolio Pilot works behind the scenes
✅The psychology of selling stocks like Tesla
✅Tax optimization and the rise of AI-based financial advice
🎁 Try Portfolio Pilot free for a month using code: PODCAST
Want to be a guest on The PowerTalk Show? Send Navin Shetty a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/17479839377914791fdd73d72
#PortfolioPilot #Fintech #InvestingAI #WealthManagement #PowerTalk #FinancialPlanning #podmatch #BTW #businesstalksweekly #businesstalks