Season 5, Episode 2: Practical advice for employees of advice firms on how to implement AI to drive efficiency

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NextWealth Insights

NextWealth

46 episodes

1 week ago

Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead & Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.

Management

Business

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Management

Business

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Season 5, Episode 2: Practical advice for employees of advice firms on how to implement AI to drive efficiency

NextWealth Insights

45 minutes 8 seconds

1 year ago

Season 5, Episode 2: Practical advice for employees of advice firms on how to implement AI to drive efficiency

In Episode 2, Heather and Alasdair dive deep into the world of AI in wealth management with Jonathan Stubbs from LIFT-Financial. They uncover how AI is transforming the industry today, explore its future potential, and discuss the hurdles of implementation.

Links from this episode:

https://podcasts.apple.com/us/podcast/the-ai-assisted-organisation-with-implement-ai/id1694738741

https://www.nextwealth.co.uk/events/ai-lab/