Advice Architects
by Day Wachell
November 2, 2023 6:52 am
Hosted by Responsive AI’s CEO, Day Wachell, the Advice Architects podcast series features conversations with individuals leading the financial industry’s discussions about the digital wealth advice experience and the technology required to deliver it.
Recent Episodes
Advice Architects Ep. 14 - Holistic Wealth: Everything You Ever Wanted to Know about Tax But Were Afraid to Ask, with Rory Henry, Arrowroot Family Office
6 months agoAdvice architects Ep. 13 - The Future of Financial Planning Without Mentioning AI, with Jason Pereira
6 months agoAdvice Architects Ep. 12 - The Time is Now: The Inevitability of Changes in Wealth Management, with Scott Reddel
7 months agoAdvice Architects Ep. 11 - You'll Shoot Your Eye Out: Why AI and Data Products Are Damn Hard, with Cara Dailey
8 months agoAdvice Architects Ep. 10 - Using Visual Maps for Advice Support and Advisor Insight with Adam Holt
10 months agoAdvice Architects Ep. 9 - Using Data to Power the Client Advisor Partnership, with Kendra Thompson
11 months agoAdvice Architects Ep. 8 - What is Wealth: Understanding the Aim of Financial Services, with Chris Gledhill
1 year agoAdvice Architects Ep.7 - Personalized Engagement: Talking to Clients in Their Language, with April Rudin
1 year agoAdvice Architects Ep. 6 – Grand Strategy, New Advisor Capabilities and the Competition for Clients, with Will Trout
1 year agoAdvice Architects Ep. 5 – The New Advice: Loyalty Drivers and Client Priorities, with Josh Book
1 year ago