Advisor Ally
Advisor Ally
Podcast Description
Advisor Ally is your go-to-podcast for financial advisors and ecosystem partners who are shaping the future of wealth management. From seasoned RIAs sharing their growth strategies to innovators revealing industry insights, we explore the inspiring journeys, hacks, and vision of those navigating industry trends and challenges. Join us for candid conversations that will leave you empowered and energized.
Podcast Insights
Content Themes
The podcast delves into themes of wealth management and financial advising, covering specific topics such as technology's role in advisory practices, behavioral finance patterns among different demographics, and integration of AI tools in the industry. For instance, episodes include discussions on the trusting relationships in AI-led wealth management and the personal financial journeys of diverse advisors.
Advisor Ally is your go-to-podcast for financial advisors and ecosystem partners who are shaping the future of wealth management. From seasoned RIAs sharing their growth strategies to innovators revealing industry insights, we explore the inspiring journeys, hacks, and vision of those navigating industry trends and challenges. Join us for candid conversations that will leave you empowered and energized.
In this episode, Vineet Mohan sits down with Stephanie Shepherd, a Salesforce consultant whose work sits at the intersection of RIA operations, advisor workflows, and automation. With more than nineteen years in the advisory industry and deep expertise implementing and optimizing Salesforce for RIAs, Stephanie brings a rare mix of operational clarity, tech fluency, and lived advisory experience.
Disclaimer
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