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Jaci Stanton on Blending Finance, AI, and Human Connection

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Manage episode 435566811 series 3578292
内容由Brodrick Lothringer提供。所有播客内容(包括剧集、图形和播客描述)均由 Brodrick Lothringer 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

How is artificial intelligence (AI) shaping the future of finance? This week, Jaci Stanton, Managing Director at F2 Strategy, joins “The Weekly Fintape.” Together, we discuss AI’s role in enhancing financial advisors’ efficiency and personalizing client experiences.

Drawing parallels to familiar platforms like Google and Netflix, we examine the delicate balance between embracing technological advancements and preserving authentic human connections in financial planning. Jaci shares her insights on the passion driving financial advising, focusing on providing stability and education to clients.

The episode wraps up on a light-hearted note with a nostalgic discussion about the Rocky IV soundtrack as a metaphor for career highs and lows, and a delightful personal story about meeting Carl Weathers. Tune in for an episode that blends finance, technology, and human connection!

Connect with us below!

Brodrick Lothringer on LinkedIn

  continue reading

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Manage episode 435566811 series 3578292
内容由Brodrick Lothringer提供。所有播客内容(包括剧集、图形和播客描述)均由 Brodrick Lothringer 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

How is artificial intelligence (AI) shaping the future of finance? This week, Jaci Stanton, Managing Director at F2 Strategy, joins “The Weekly Fintape.” Together, we discuss AI’s role in enhancing financial advisors’ efficiency and personalizing client experiences.

Drawing parallels to familiar platforms like Google and Netflix, we examine the delicate balance between embracing technological advancements and preserving authentic human connections in financial planning. Jaci shares her insights on the passion driving financial advising, focusing on providing stability and education to clients.

The episode wraps up on a light-hearted note with a nostalgic discussion about the Rocky IV soundtrack as a metaphor for career highs and lows, and a delightful personal story about meeting Carl Weathers. Tune in for an episode that blends finance, technology, and human connection!

Connect with us below!

Brodrick Lothringer on LinkedIn

  continue reading

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