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The Innovators & Investors Podcast


1 AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49
45:49
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In this episode of The Innovators & Investors Podcast hosted by Kristian Marquez, guest Sindhu Joseph, founder and CEO of CogniCor, shares how artificial intelligence is transforming the financial services and wealth management industry. Sindhu discusses the significant wealth disparity she has observed globally and how CogniCor’s AI-powered co-pilot platform empowers financial advisors to scale their services, reaching beyond the traditional 30% of affluent households to potentially 70-80%. By reducing administrative burdens and providing a unified, real-time 360-degree view of client households, CogniCor enables advisors to deliver personalized, data-driven financial advice efficiently. Sindhu also reflects on her 15+ years of experience in AI, her global upbringing across India, Europe, and the US, and how her human-first approach shapes CogniCor’s mission to democratize access to wealth management. The episode explores the future impact of AI on work and society, the importance of domain expertise combined with AI knowledge, and the challenges posed by fragmented legacy systems in financial services. Listeners gain valuable insights into the intersection of AI innovation, fintech disruption, and ethical leadership in building scalable, impactful technology solutions. Whether you’re a financial professional, investor, or tech enthusiast, this episode offers a deep dive into AI’s transformative potential in wealth management and the inspiring journey of a visionary founder driving meaningful change. Learn more about Sindhu's work at https://www.cognicor.com/ Connect with Sindhu on LinkedIn at https://www.linkedin.com/in/sindhujoseph/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…
LCBC Weekend Messages
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 1401927
المحتوى المقدم من LCBC Church. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة LCBC Church أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
LCBC exists to introduce people to Jesus and together follow Him. We are one church in multiple locations across the state of Pennsylvania.
…
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525 حلقات
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 1401927
المحتوى المقدم من LCBC Church. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة LCBC Church أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
LCBC exists to introduce people to Jesus and together follow Him. We are one church in multiple locations across the state of Pennsylvania.
…
continue reading
525 حلقات
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LCBC Weekend Messages

1 3 Ways Conflict Can Strengthen Your Relationships 48:01
48:01
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We all want strong relationships, but too often we avoid the hard conversations that could make them better. Here are three reasons why leaning into conflict with love can actually bring you closer and build the authentic relationships you’ve been longing for.
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LCBC Weekend Messages

1 3 Things God Wants You to Hear Right Now 40:35
40:35
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If you’ve ever carried hurtful words or longed to hear life-giving ones, discover 3 truths God is speaking over you right now that can heal your heart and restore your hope.
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LCBC Weekend Messages

What’s hurting your marriage might not be what you think. Let’s unpack three mistakes that slowly sabotage connection—often without you even realizing it.
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LCBC Weekend Messages

1 You Are Called Out of Darkness & Into Life 41:15
41:15
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You’re not just called out of darkness, you’re invited into a purpose that brings real transformation, one step at a time. It's time to step into the life Jesus made you for.
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LCBC Weekend Messages

If God feels distant or your faith feels stuck, you’re not alone. These three habits can help you move from going through the motions to growing a real, life-changing relationship with him.
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LCBC Weekend Messages

1 The Life You Want is Closer Than You Think 33:10
33:10
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We all long to be changed but how does that change actually happen? We’re reminded that the change we need most begins when we draw near to Jesus. It’s not about trying harder or doing more, it’s about taking the next step towards him. If you’re longing for something different in your life, it starts here.…
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LCBC Weekend Messages

1 You Can Be Near to God and Still Miss Him 40:42
40:42
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What does it look like to fully follow Jesus? Whether you're just beginning to ask or have walked with him for years, this message will challenge, encourage, and invite you into the fullest life possible.
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LCBC Weekend Messages

1 It’s Time to Live Free from Guilt, Shame & Pressure 29:54
29:54
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Still trying to prove yourself, or make up for your past? You don’t have to anymore. Jesus in inviting you to live free from guilt, shame and pressure to pretend you're someone you're not.
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LCBC Weekend Messages

1 You Were Created on Purpose for a Purpose 37:49
37:49
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Have you ever lost in who you’re supposed to be? Maybe the answer isn't in creating yourself, but discovering who created you. Let's talk about how live in your true identity.
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LCBC Weekend Messages

What are you afraid of? Whatever it is, God isn't intimidated. Let's talk about the fear that can help you live fearless.
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LCBC Weekend Messages

1 When You Feel God Nudging You to Say Yes 37:54
37:54
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What if the thing or need right in front of you is the very thing God is asking you to respond to? It's time to stop looking away and start saying yes—to a kind of faith that actually makes a difference.
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LCBC Weekend Messages

1 Free Yourself from the Weight of Guilt 35:10
35:10
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Are you bound up and locked up by a sense of guilt today? Struggling to bring it out into the light? Jesus gives us a path and opportunity to live free - here’s how to find it.
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LCBC Weekend Messages

If you’re tired of feeling like you’re constantly resisting temptation without real victory, you’re not alone. That’s because you’re only trying to resist your temptation instead of trying to overcome it for good. The key to truly overcoming your temptation lies in understanding it, sharing it, and bringing it into the light. Here’s how to do that.…
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LCBC Weekend Messages

1 How to Be Angry Without Hurting People 35:12
35:12
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Anger isn’t the problem, it's just an emotion. But what we do with it will have a ripple effect. Let's discover how to recognize your anger, respond to it, and begin healing what’s under the surface before it hurts the people you love.
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LCBC Weekend Messages

Have you ever been frustrated that you can’t break a habit you want to leave behind? What we need most isn’t new behavior — it’s a new heart. We need Jesus to heal what’s under the surface.
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.