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The Future of Financial Advice is More Human, Not Less with CJ Davidson
The financial advisory business is changing, and the old model isn't keeping up. On this episode of All Business with Jeffrey Hayzlett, Jeffrey sits down with CJ Davidson, Co-Founder and CEO of Proxy Financial, to discuss how technology, AI, and changing client expectations are reshaping the industry.
CJ believes the future of financial advice isn't about replacing advisors with technology. It's about giving them the freedom, support, and resources to focus on what matters most: building trust, understanding clients, and delivering better outcomes. From helping advisors discover their zone of…
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