Vinay Nair is the founder of TIFIN and an industry expert on artificial intelligence. He talks with Deep Dive host Jay Hummel about AI and how it will affect the wealth advisory industry—mostly for the better. Vinay Nair: Dr. Vinay […]
Will AI Solve the Advisor Shortage or Put RIAs Out of Business? Read More »
Cory Sims, an advisor in Cincinnati, talks with Deep Dive host Jay Hummel about how he’s setting the stage to be the advisor that his clients’ beneficiaries know and trust. Cory Sims: Cory Sims is the managing member and investment
Are You Prepared to Retain the Boomer Wealth Transfer? Read More »
In this episode of “The Deep Dive,” Dennis Moseley-Williams talks with host Jay Hummel about how advisors should think about the client experience today. Dennis argues that the shift to the “service versus experiences” model puts client well-being at the
Here’s Why You Should Be Rethinking the Client Experience Read More »
Penny Phillips, founder of Journey Strategic Wealth, outlines the pitfalls and flaws in advisors’ segmentation and client service. In this episode of “The Deep Dive,” host Jay Hummel talks with Penny about how advisors can streamline their services and better
How Advisors Can Avoid Pitfalls in Segmentation Read More »
