The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
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The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
What If Your CRM Could Think? Glenn Elliott on AI in Financial Advice
The Trusted Adviser
43 minutes 47 seconds
2 months ago
What If Your CRM Could Think? Glenn Elliott on AI in Financial Advice
In this episode of The Trusted Adviser, Rob Pyne speaks with Glenn Elliott, co-founder of Practifi and founder of Meldus, about how AI and automation are reshaping the advice profession. Glenn shares insights from his journey building Practifi, the importance of open platforms and APIs, and the practical ways agentic AI is already transforming CRM data, compliance, and client engagement. A must-listen for advice firms wanting to future-proof their technology and unlock new levels of productivity.
The Trusted Adviser
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
