Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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continue reading
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Daily Deals
AI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New Opportunities
Manage episode 469590517 series 1126302
Content provided by Horsesmouth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Horsesmouth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Financial advisors are beginning to leverage AI for efficiency and advanced applications, but many untapped opportunities remain. While some advisors are using AI for strategic business planning, compliance documentation, and multilingual capabilities, others are still exploring where it fits into their practice.
Hear Sean Bailey and Devin Kropp from Horsesmouth share insights on:
- How advisors are using AI for strategic business planning and what initiatives they are developing
- The workflows being built around AI-powered data extraction from documents
- The opportunities and risks of using AI for compliance documentation
- The potential of AI-driven multilingual capabilities and personalized financial planning
- The lowest adoption areas, such as investment policy development, and the untapped opportunities advisors might be missing
Get an in-depth look at how AI can drive greater efficiency, reduce manual workload, and create new possibilities for your practice.
Resources mentioned:
The AI-Powered Financial Advisor Program Virtual Workshop March 6, 13, 20, and 27 https://www.horsesmouth.com/ai
AI Marketing for Advisors Workshop Virtual Workshop: April 3, 10, 17, 24 and May 1 https://www.horsesmouth.com/aimarketing
102 episodes
Share
Manage episode 469590517 series 1126302
Content provided by Horsesmouth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Horsesmouth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Financial advisors are beginning to leverage AI for efficiency and advanced applications, but many untapped opportunities remain. While some advisors are using AI for strategic business planning, compliance documentation, and multilingual capabilities, others are still exploring where it fits into their practice.
Hear Sean Bailey and Devin Kropp from Horsesmouth share insights on:
- How advisors are using AI for strategic business planning and what initiatives they are developing
- The workflows being built around AI-powered data extraction from documents
- The opportunities and risks of using AI for compliance documentation
- The potential of AI-driven multilingual capabilities and personalized financial planning
- The lowest adoption areas, such as investment policy development, and the untapped opportunities advisors might be missing
Get an in-depth look at how AI can drive greater efficiency, reduce manual workload, and create new possibilities for your practice.
Resources mentioned:
The AI-Powered Financial Advisor Program Virtual Workshop March 6, 13, 20, and 27 https://www.horsesmouth.com/ai
AI Marketing for Advisors Workshop Virtual Workshop: April 3, 10, 17, 24 and May 1 https://www.horsesmouth.com/aimarketing
102 episodes
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Daily Deals
Daily Deals
Similar to AdvisorRadio: Actionable Insights for Thriving Advisors
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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continue reading
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…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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