Transforming Financial Advisory with AI Innovations by Sam Robinson

Insurtechs.io

Welcome to this episode of Industry Voice with Jeff! Today, Jeff is joined by Sam Robinson, co-founder of an innovative financial advisory company that’s transforming the industry through AI. Sam’s journey into financial services began after a deeply personal experience—the cancellation of his father’s insurance policy in 2015—motivating him to step into the world of financial advising and entrepreneurship.

In this insightful conversation, Sam shares how his time at Edward Jones and Northwestern Mutual prepared him for co-founding a business that leverages AI to streamline and optimize financial advisory practices. His company’s AI tool is designed to simplify business strategies, enhance decision-making, and boost revenue for financial advisors, particularly targeting firms with 5-15 agents. Sam also discusses the importance of ethical standards in his business approach, reinvesting profits, and staying lean while delivering substantial results.

Throughout the episode, Sam talks about rapid client service, his innovative use of Python for trading desk efficiency, and developing cost-effective AI solutions for advisors. This episode offers a comprehensive look at how technology and ethics can reshape the financial advisory landscape, making it a must-listen for anyone interested in the intersection of finance and AI.

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Listen to the Pod :

Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982

Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh

Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614

Jeff Shi :

https://www.linkedin.com/in/jeffshiva/

Sam Robinson :

https://www.linkedin.com/in/samueljrobinson27/

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