Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
All content for Power Your Advice is the property of Advisorpedia and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
Episode 295 – Cracking the Personality Code: AI for Better Client Relationships with Matt Schiffman
Power Your Advice
27 minutes 4 seconds
2 months ago
Episode 295 – Cracking the Personality Code: AI for Better Client Relationships with Matt Schiffman
Matt Schiffman, founder of totumai, joins us to share how the platform is reshaping advisor-client communication. By combining personality science with artificial intelligence, totumai helps advisors move beyond demographic labels and understand how each client truly thinks, decides, and connects. Instead of one-size-fits-all messaging, advisors can tailor communication to fit personality, building trust, strengthening relationships, … Continue reading Episode 295 – Cracking the Personality Code: AI for Better Client Relationships with Matt Schiffman →
Power Your Advice
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
