The Technologists: Practical AI, Platforms & Productivity for Advice Firms
In this special roundtable episode of The Trusted Adviser Podcast, Rob Pyne is joined by four technologists who are transforming the way advice firms approach technology and AI:
Pat Gardner (Collins SBA / Rubica) – on avoiding the “Salesforce plus-plus fallacy” and how Whisper Flow is changing the way advisers interact with AI.
Nick Downey (Direct Wealth / Halosoft) – on building Meeting Ally and Advice Ally, the secret to managing 40+ acquisitions, and why process and accountability are the true foundations for AI adoption.
Stephen Bell (Captegra) – on using process mining to cut through…
The skinny
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