Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
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Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions
WealthTech Today
2 weeks ago
Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions
Christian Mitchell, President of Cetera Solutions, joins Craig Iskowitz on the WealthTech Today podcast to discuss how one of the country’s largest wealth hubs is reshaping advisor growth with technology. The conversation ranges from the firm’s AI-powered Intelligence Engine and GrowthLine program to the broader challenge of driving adoption across 12,000 advisors. What emerges is […]
WealthTech Today
Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
