The Fintape
Welcome to The Fintape, a show where we highlight some of the biggest hits in Finance. Each episode, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services.
So, grab your headphones, it's time to rock out to The Fintape.
The Fintape
The AI Advantage: How to Turn Data into Your Competitive Edge with Devon Drew
AI is everywhere, but are you actually ready for it? Devon Drew, Founder & CEO of AssetLink, explains what it takes for advisors and firms to leverage AI effectively.
Devon breaks down why the future of AI starts with data unification, not algorithms. He shares how most firms are nowhere near ready for true AI adoption and what that means for staying competitive.
You will hear:
- Why AI is useless without clean, unified data
- How AI can supercharge client relationships—without losing the human touch
- What "client relationship intelligence" really means—and why it’s the future of biz dev
- How to start by simply unifying your data
- Why 60% of firms haven’t even begun this process (and the risk of falling behind)
For more insights and resources, check out The MarketCounsel Summit website
Connect with us below!
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
>> PodPony.com