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25. How AI Agents Are Changing the Game for Financial Advisors with John Connell
Manage episode 485266522 series 3530131
المحتوى المقدم من Jamie Hopkins & Dr. David Rhoiney, Jamie Hopkins, and Dr. David Rhoiney. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Jamie Hopkins & Dr. David Rhoiney, Jamie Hopkins, and Dr. David Rhoiney 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.
In this episode, Jamie and special co-host Brodrick Lothringer explore how artificial intelligence is reshaping the future of financial advising—with insight from John Connell, Co-founder and CEO of Focal.
While many tools promise efficiency, Focal delivers real transformation: AI agents that work across platforms—planning tools, CRMs, and more—to take real action, not just notes. With up to 15 hours saved each week, advisors can grow their client base and focus on the human side of the business.
John also explains how Focal is tackling critical concerns around data privacy and compliance through stateless design and enterprise-grade security. We discuss why in-person meetings may actually grow in value, how firms are protecting their proprietary data, and what it takes to stay competitive in an AI-driven landscape.
If you’re curious about what meaningful AI integration really looks like—or how to future-proof your firm while keeping clients front and center—this conversation is for you.
Connect with us below!
- John Connell on LinkedIn
- Focal
- Jamie Hopkins on LinkedIn
- FinServ Foundation
- Brodrick Lothringer on LinkedIn
- PodPony
If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
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