AdviceTech Podcast #69 - Feature: Advisors and AI

In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan Bowman, Partner at Cameron Harrison. They take a look at Netwealth's "Humans and Machines" Report and discuss their insights on how financial advisors are leveraging AI to streamline business operations, enhance the client experience, and empower their teams while maintaining the important human element of financial advice.

Netwealth's AdviceTech Page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/            Tristan Bowman LinkedIn:  https://www.linkedin.com/in/tristan-bowman-085a3064/ James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/              Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/    Leave a voice message for Peita: https://www.speakpipe.com/PeitaD

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240209

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/