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

55:32
August 26th 2020

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.

Modern Financial Advisor

The Modern Financial Advisor podcast, hosted by Mike Langford, explores innovative strategies and solutions for RIAs, independent financial advisors, and wealth management firms.