Technology, especially artificial intelligence (AI) is making increasing inroads into the day-to-day of financial services professionals. How will this shift impact the future of the industry?
Host Jared Trexler) speaks with Derek Notman, CFP®, founder and CEO of fintech company Couplr.AI. Couplr recently announced a partnership with The College) to offer free access to its platform – which endeavors to match advisors to their ideal clients – to College alumni. Trexler and Notman discuss their respective visions for where the profession is headed and the role of technology in making The College’s mission of benefiting society a reality.
Find all episodes at TheAmericanCollege.edu/Shares).
