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The Innovators & Investors Podcast


1 AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49
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In this episode of The Innovators & Investors Podcast hosted by Kristian Marquez, guest Sindhu Joseph, founder and CEO of CogniCor, shares how artificial intelligence is transforming the financial services and wealth management industry. Sindhu discusses the significant wealth disparity she has observed globally and how CogniCor’s AI-powered co-pilot platform empowers financial advisors to scale their services, reaching beyond the traditional 30% of affluent households to potentially 70-80%. By reducing administrative burdens and providing a unified, real-time 360-degree view of client households, CogniCor enables advisors to deliver personalized, data-driven financial advice efficiently. Sindhu also reflects on her 15+ years of experience in AI, her global upbringing across India, Europe, and the US, and how her human-first approach shapes CogniCor’s mission to democratize access to wealth management. The episode explores the future impact of AI on work and society, the importance of domain expertise combined with AI knowledge, and the challenges posed by fragmented legacy systems in financial services. Listeners gain valuable insights into the intersection of AI innovation, fintech disruption, and ethical leadership in building scalable, impactful technology solutions. Whether you’re a financial professional, investor, or tech enthusiast, this episode offers a deep dive into AI’s transformative potential in wealth management and the inspiring journey of a visionary founder driving meaningful change. Learn more about Sindhu's work at https://www.cognicor.com/ Connect with Sindhu on LinkedIn at https://www.linkedin.com/in/sindhujoseph/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…
HD-5 python diet
Manage episode 155955880 series 1172276
Content provided by Justin G Julander and Justin Julander. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin G Julander and Justin Julander 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.
HD-5 python diet by Justin Julander
…
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13 episodes
Manage episode 155955880 series 1172276
Content provided by Justin G Julander and Justin Julander. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin G Julander and Justin Julander 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.
HD-5 python diet by Justin Julander
…
continue reading
13 episodes
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Herpetological Discussions

HD-15 Angolan python distribution by Justin Julander
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Herpetological Discussions

HD-14 Diamond python home range by Justin Julander
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HD-13 Frogs harboring Guinea worm by Justin Julander
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HD-12 turtle-assoc. Salmonellosis by Justin Julander
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HD-11 starling nest aggregations by Justin Julander
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HD-10 Anaconda Diet by Justin Julander
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HD-9 Rock monitor behavior by Justin Julander
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Herpetological Discussions

A discussion on a review paper covering the history of python systematics and taxonomy and current views on this subject.
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Herpetological Discussions

Discussion of a paper from 1992 that investigates reproduction and diet of 9 species of monitors.
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Herpetological Discussions

HD-6 Lizard Extinctions 3-15 by Justin Julander
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Herpetological Discussions

HD-5 python diet by Justin Julander
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HD-4 Lizard skin 3-17-15 by Justin Julander
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HD-3 GTP variation by Justin Julander
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