Multiply Talks: The Future of Finance - Custom Goals and Data-Led Decisions
Автор: Multiply AI
Загружено: 2023-06-07
Просмотров: 15281
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Welcome to an insightful discussion on the future of financial advice. Join Tim Elder, Vivek Madlani, and Peter Fairweather as they delve into the world of digital advice and its impact on the mass market. 📈💻 #DigitalAdvice #FinancialServices #Tech #AI
[00:00:00] - Introduction to Digital Advice
[00:00:10] - Understanding Advice for the Mass Market
[00:00:20] - The Importance of Financial Trade-offs
[00:00:30] - Implementing Personal Financial Goals
[00:00:40] - The Impact of Financial Decisions on Lifestyle
[00:00:50] - Areas to Avoid for Financial Firms
[00:01:00] - Retirement Planning and Pension Transfers
[00:01:10] - Selecting Financial Goals for Clients
[00:01:20] - The Data-led Approach to Financial Advice
In this digital age, everyone deserves access to sound financial advice. We're here to make sure it's communicated in plain English. 🌐
Don't forget to like, share, and subscribe for more expert insights into the financial services industry.
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