Peering into the future from a product leader's perspective.

In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice. We cover everything from their service orientated model to support advisors to how AI is quickly accelerating. Jump in and learn how an industry insider sees advice today and where it’s headed.

We talk about:

Scale efficiency with open architecture
AI supporting Advisors
TradePMR’s acquisition by Robinhood and the future of human advice
Leveraging open APIs from vendors to drive innovation
The speed of AI and how if you don’t pay attention you will be left behind
And more

Resources:

Follow Jon Patullo on LinkedIn
Learn more about TradePMR RIA Custody Services
Follow RethinkFA on LinkedIn

Connect With Adam Holt:

support@asset-map.com
Asset-Map
LinkedIn: Adam Holt
LinkedIn: Asset-Map
Facebook: Asset-Map
Twitter: Asset_Map
YouTube: Asset-Map

Connect With Derek Notman:

Check out Couplr AI
LinkedIn: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.