How Much Traffic do you Really Need?
How Much Traffic do you Really Need?
12 Steps to Create Videos

Adjusted for Risk: How AI Brings Financial Advisors, Clients Closer [Video]

Categories
Brand Strategy

Leo Kelly, founder and CEO at Verdence Capital Advisors, joins Zephyr Market Strategist Ryan Nauman to discuss how the relationship between financial advisors and clients is becoming more sophisticated as client demands become more complicated.

During this informative chat, Leo shares his thoughts on how artificial intelligence can help enhance the evolving relationship between client and advisor. He also answers the question of whether RIAs have a leg up on captive advisors when implementing new investment management technology.

Learn more about Zephyr

Learn more about Verdence Capital Advisors

5 Steps to Building an Audience with #Hashtags
5 Steps to Building an Audience with #Hashtags
5 Steps to Creating Successful Ads