William Chan thinks AI is forcing advisors to level up their game
Failed to add items
Sorry, we are unable to add the item because your shopping basket is already at capacity.
Add to cart failed.
Please try again later
Add to wishlist failed.
Please try again later
Remove from wishlist failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
William Chan thinks AI is forcing advisors to level up their game
-
Narrated by:
-
Written by:
After years of long hours in finance, William Chan realized his career was costing him precious time with his family. When the pandemic gave him a chance to rethink his priorities, he made a bold move: leaving corporate finance to become an independent financial planner.
He and Brenda discuss what led him to take that leap, how he talks to his children about money and how artificial intelligence is changing the way financial planners work with clients.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
adbl_web_anon_alc_button_suppression_t1
No reviews yet