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Ep. 30 The Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder]
Manage episode 427240861 series 3584470
Innehåll tillhandahållet av Financial Planning Association National Capital Area Chapter. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Financial Planning Association National Capital Area Chapter eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Host Belle Osvath, CFP® interviews Gabe Rissman, Co-Founder and President of YourStake a company that is utilizing AI to transform the planning industry.
LinkedIn: https://www.linkedin.com/in/gabe-rissman-127ba369/
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FPA NCA News & Events: fpanca.org
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
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