The M Word - Uncensored Conversations On Marketing

The M Word - Uncensored Conversations On Marketing


Episode 57: Andy Esser on Bridging the Gap Between AI and Human Insight in Wealth Management

December 05, 2024

This week on The M Word, Jennifer chats with Andy Esser, a financial advisor with over 20 years of experience in finance and law. Andy dives into why it's crucial to understand not just the numbers, but what really matters to clients—like their values and passions.


The post Episode 57: Andy Esser on Bridging the Gap Between AI and Human Insight in Wealth Management first appeared on Arlington Strategy.