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The Flexible Advisor

The Flexible Advisor

Released: 2024-08-19
© The Flexible Advisor All Rights Reserved
The Flexible Advisor - QR Code
107 Episodes
Audio
Listen on Apple Podcasts
107 Episodes
Audio
Listen on Apple Podcasts
Released: 2024-08-19
© The Flexible Advisor All Rights Reserved
Most Recent Episode
Generative AI in Finance – With Darren Tedesco (Ep. 107)

Generative AI in Finance – With Darren Tedesco (Ep. 107)

How can financial advisors embrace generative AI? Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry.
Time: 39:33
How can financial advisors embrace generative AI? Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients efficiently. … Read More Read More
Episode ID: 1000665903597
GUID: https://theflexibleadvisor.blubrry.net/?p=644
Release Date: 19/08/2024, 16:21:53

Description

Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt.
Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate today’s most pertinent topics and new approaches for financial professionals seeking to be better guides and partners for their clients.
We’re committed to bringing you the kind of insight you need to conduct a relevant and growing advisory practice in today’s environment.
Together, let’s help your clients address their evolving concerns, and build productive, long-term relationships with a new generation of clients as well.
Visit our website to learn more: Northern Trust Asset Management - https://ntam.northerntrust.com/united-states/financial-professional

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