Send us a text On this episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Rhianna Basore, and Joe Saul-Sehy about how the principles of improv can help us become better listeners, more engaged communicators, and more confident decision-makers—especially in uncertain or emotionally charged financial situations. 🔹 Commit fully to the next right step—even if it’s uncertain. 🔹 Trust your partner (or advisor) to have your back when you’re unsure. 🔹 Be fully prese...
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Rhianna Basore, and Joe Saul-Sehy about how the principles of improv can help us become better listeners, more engaged communicators, and more confident decision-makers—especially in uncertain or emotionally charged financial situations. 🔹 Commit fully to the next right step—even if it’s uncertain. 🔹 Trust your partner (or advisor) to have your back when you’re unsure. 🔹 Be fully prese...
How AI Is Transforming Financial Planning and Enhancing Client Relationships
The Get Ready Money Podcast
49 minutes
1 week ago
How AI Is Transforming Financial Planning and Enhancing Client Relationships
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Lily Vittayarukskul, co-founder of Waterlily, and Sumedha Rai, AI strategist, about how AI is reshaping financial planning—from enhancing advisor-client relationships to helping protect consumers from financial scams. We explored how advisors can integrate AI thoughtfully, while keeping empathy and human connection at the center of every conversation. 💡 Key Takeaways 🔹 AI boosts personalization 🔹 Automation ...
The Get Ready Money Podcast
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Rhianna Basore, and Joe Saul-Sehy about how the principles of improv can help us become better listeners, more engaged communicators, and more confident decision-makers—especially in uncertain or emotionally charged financial situations. 🔹 Commit fully to the next right step—even if it’s uncertain. 🔹 Trust your partner (or advisor) to have your back when you’re unsure. 🔹 Be fully prese...
