While many RIAs are approaching AI with caution, others are already finding ways to drive operational efficiencies, according to CogniCor founder and CEO Sindhu Joseph.
The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Host and TradePMR Chief Client Growth Officer Bill Coppel brings together thought leaders and industry experts across a range of disciplines to share insights designed to help registered investment advisors thrive in the industry of tomorrow. You can listen and subscribe for free on Apple Music, Spotify, and YouTube.