Episode 44 - How Financial Advisors and RIAs Can Increase Profitability by Using a Digital Assistant

Matt Reiner of Benjamin, a digital virtual assistant powered by artificial intelligence joins Mike Langford to explore how automating repetitive tasks can save time and free advisors up to serve their clients better.

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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.