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“This AI Tool for Financial Advisors Completely Astonished Me”
#Tool #Financial #Advisors #BLEW #MIND
Technologist, Denis Konoplev, shares insights into his journey into the advisor space, the evolution of AI applications in financial advising, and future prospects for advisors using AI to deepen client relationships and improve firm performance.
✅Here’s how to test drive Munin, The Advisor’s AI Co-Pilot
denis@muninai.com
https://muninai.com/
https://www.linkedin.com/in/onedenisk/
This episode features an interview with Denis Konoplev, a serial entrepreneur, who has leveraged AI technology to notably enhance the capabilities of financial advisors, making them more efficient and client-centric. The discussion also touches on how to leveraging AI, security concerns with AI in finance, and the irreplaceable value of human elements in financial advising.
Unlike conventional uses of AI in the sector, such as note-taking and marketing, Denis has developed ‘Munin’, an AI meeting co-pilot designed specifically for financial advisors to optimize client interaction and back-office workflows.
Denis
00:00 What to expect
00:49 Getting into AI and Financial Advisory
04:46 The future of advice and AI
08:34 Intro to Munin: The FA’s AI Meeting Co-Pilot
11:34 What it felt like to Dave
13:55 Making Compliance 10x easier
15:40 AI replacing Advisors?
18:36 Security and Privacy in AI Tools
22:02 The Future of AI in Financial Advisory and Final Thoughts
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🐤 CONNECT WITH ME🐤
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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good. And those interested in a financial advisor career.
Some of the things we’ll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, digital marketing for financial advisors, and how to keep your clients happy for life. We’ll also be looking at the typical day in the life of a financial advisor.
Financial Advisors have an important role in removing the burden of finances from their client’s shoulders.
And this is the place for them to come and grow as an advisor.
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Music
Star Sky – Simon Groß
Subway Dreams- Dan Henig
#financialadvisortips #streamlinemypractice #dayinthelifeofacfp #financialadvisorcareer
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