Episode 57: Andy Esser on Bridging the Gap Between AI and Human Insight in Wealth Management

🎙️ Episode 57: Andy Esser on Bridging the Gap Between AI and Human Insight in Wealth Management

In this episode of The M Word, Jennifer sits down with Andy Esser, a seasoned financial advisor with over 20 years of experience, to discuss the evolving role of AI in wealth management. Andy explains why technology, while powerful, cannot replace the essential human connection in financial planning. He emphasizes the importance of understanding clients' values, passions, and goals, and how that insight can lead to more personalized and effective financial strategies.

You’ll hear about:
* The balance between AI and human insight in financial planning
* How understanding your values is crucial in setting meaningful financial goals
* The importance of having conversations about wealth transfer within families
* The role of financial advisors in navigating the Great Wealth Transfer
* How technology enhances, but doesn't replace, the human touch in wealth management

Andy’s insights provide a valuable perspective on how technology and personal connection can work together to create more meaningful and successful financial outcomes.

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Видео Episode 57: Andy Esser on Bridging the Gap Between AI and Human Insight in Wealth Management канала Arlington Strategy