Scaling Advice: Where Does Technology End and Human Judgment Begin? With Brad Joudrie

Описание: In this episode of #PULSEPoint, host Jenya Tkachenko, Manager at Synpulse, speaks with Brad Joudrie, CEO of ‪@conquestplanning‬, about how financial advice is evolving through AI, data, and platform-based models.

The discussion explores how firms are improving scalability with AI-powered planning engines, why deterministic and auditable systems matter, and how advisors can better support client relationships using technology, alongside agentic AI, data integration challenges, and the importance of human expertise in a highly automated environment.

🗝️ Key topics covered:

🔸Scaling financial advice with AI-driven planning
🔸How SAM (Strategic Advice Manager) accelerates financial planning
🔸The rise of agentic AI in wealth management
🔸Data aggregation, unstructured data, and system integration
🔸Why human advisors remain essential in an AI-enabled industry

📌 Chapters:

01:58 – Scaling financial advice with technology
06:08 – Human-led vs technology-led advice
15:22 – Where AI creates risk vs real value
24:40 – Underinvestment in people vs technology
26:17 – Future of advice-led financial services

#wealthmanagement #advisory #clientexperience #wealthtech #ai