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Uploaded: 2024-12-11T21:45:55.578Z
Duration: 1 min 7 s
Channel: Vega Minds | AI Associate Advisor

Vega Minds | AI Associate Advisor reposted this

Franck P. Cushner, CFP®

Attention financial advisors! The robots are here! In my latest podcast episode, I sat down with Alex Mathé-Cathala of Vegaminds to explore how integrating AI is touching our industry and how AI tools can save time, enhance compliance, and elevate client relationships. From automated meeting prep to streamlined CRM updates, this conversation is packed with insights for independent advisors looking to leverage technology and stay ahead of the curve. Full episode dropping Friday- until then, catch up on my past episodes! Spotify: https://lnkd.in/gMVu772p

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Transcript

I wouldn't be surprised if. The smaller independent firm or even the solo or or two or three people shop have better more better calibrated. More relevant AI technology than the biggest firms. Yeah, I think that. Back in 2012, more or less, I want to say is probably when it really kind of kicked off the independent movement. I feel like it really started getting on an upswing right around then and. The technology that was available out there just got great. You know, you had the original, you know, like Asset Books and Black Diamonds and, and RIA in a box and, and solutions that small independent guys like me were able to leverage and get out from under the thumb of the bigger wirehouse firms. And still I don't know that the wirehouse firms have caught up to the technology that that some of the independents have should. You continue to stay focused on the technology.

Alex Mathé-Cathala

Founder & CEO at Vega Minds | Your AI Associate Advisor

Had a blast! Thanks for having me on the show Franck P. Cushner, CFP®

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Bill Bond

Senior Regional Director at Virtus Investment Partners

looking forward to listening to this one

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Ben Olsen

I help RIAs build AI automations to streamline operations and scale without increasing headcount | AI consulting & implementations | Founder @ Beemo Automation | Follow me for tips on using AI

Smaller firms having an advantage with more calibrated AI - 100% agree! Much easier to get something really dialed in for just a few advisors instead of a one size fits all for many advisors. Great point Alex Mathé-Cathala

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