AI in RIA Marketing Is Far More Than Just Content
Автор: Gregory
Загружено: 2025-08-04
Просмотров: 136
Описание:
Songs of The Summer playlist: https://open.spotify.com/playlist/5o9...
In Angela Giombetti, Chief Marketing Officer at Wealthspire Advisors, Terra McBride, Chief Marketing Officer at Prime Capital Investment Advisors, Darcy O’Brien, Chief Marketing Officer at Simon Quick Advisors, and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors continue their capstone discussion in part two of the season finale. After a brief detour into songs of the summer, they spotlight the growing role of AI and the possibilities of agents as drivers of growth in their marketing campaigns.
Chapters
00:00 Fun and Reflection on Music and Culture
00:39 The Rise of AI in Marketing
02:20 Navigating Compliance and AI Tools
05:49 AI as a Marketing Assistant
07:28 Governance and Strategy in AI Utilization
10:57 Enhancing Client Relationships with AI
15:26 AI's Role in Streamlining Operations
17:39 Balancing High-Touch Service with AI
20:32 The Future of Digital Engagement
26:40 Referrals in the Age of AI
34:12 Parting Thoughts on Authenticity and Technology
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