Info

Between Now and Success

We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
RSS Feed
Between Now and Success
2021
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February
January


2014
December
November
October


All Episodes
Archives
Now displaying: Page 1
Jan 13, 2020

In a Nutshell: In 2020, the most successful advisors have moved past worrying about "competing" with technology. Instead, they're finding ways to automate the 30 - 40% of the mundane tasks that are necessary for relationships but don't enhance them, so that they can focus on the human conversations that create real lasting value -- and more business.

Guest: Matt Reiner, CFP® CFA®, the cofounder and CEO of Benjamin, "the world’s first A.I. assistant created for advisors by advisors."

My Key Takeaway: Used properly, AI can do things human advisors don't need to be doing so that we can focus on things AI can't do, like:

Build better relationships with our clients.
Coach our clients on financial matters so that they make better decisions and feel more in control of their futures.
Help clients clarify what their money is for and live their best life possible today, not just in retirement.

Also Learn:

1. Why you need to start thinking about technology -- and AI in particular -- as your partner, not your enemy.

2. How an AI platform can help keep your margins and expenses under control during a burst of high growth.

3. What nuts and bolts integration and training looks like when you decide to add an AI component to your tech stack.

0 Comments
Adding comments is not available at this time.