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[AI Series] AI for Wealth Management Marketing With Jonathan Michael

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Manage episode 407450674 series 3560405
Conteúdo fornecido por Richard Walker. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Richard Walker ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Jonathan Michael is the Founder and CEO of Wealth I/O, a firm helping independent RIAs capture new clients with AI-powered marketing technology. With over 10 years as a MarTech executive, he has a proven track record of building and growing successful AI and digital marketing companies.

Jonathan is a keynote speaker and a contributing writer for Entrepreneur Media and StartUs. He also holds the Transformation Entrepreneurship Award for his achievements and impact as a founder.

In this episode…

As the financial industry evolves, clients are becoming more sophisticated and demanding when managing their wealth. Acquiring these clients as an advisor is becoming a challenge. Leveraging AI in your marketing as an RIA can be the missing piece..

Jonathan Michael, a tech guru in the financial services world, says that keeping up with the latest technologies positions you to attract and retain clients. One of the fastest-growing tech tools is AI. RIAs that embrace AI are well-positioned to differentiate themselves in a crowded market, attract more leads, and convert them into loyal clients.

In this episode of The Customer Wins, Richard Walker sits down with Jonathan Michael, Founder and CEO of Wealth I/O, to discuss AI for wealth management marketing. Jonathan talks about Wealth I/O and how it helps people, how it uses AI to help generate leads, its business model, and ideal clients.

  continue reading

95 episódios

Artwork
iconCompartilhar
 
Manage episode 407450674 series 3560405
Conteúdo fornecido por Richard Walker. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Richard Walker ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Jonathan Michael is the Founder and CEO of Wealth I/O, a firm helping independent RIAs capture new clients with AI-powered marketing technology. With over 10 years as a MarTech executive, he has a proven track record of building and growing successful AI and digital marketing companies.

Jonathan is a keynote speaker and a contributing writer for Entrepreneur Media and StartUs. He also holds the Transformation Entrepreneurship Award for his achievements and impact as a founder.

In this episode…

As the financial industry evolves, clients are becoming more sophisticated and demanding when managing their wealth. Acquiring these clients as an advisor is becoming a challenge. Leveraging AI in your marketing as an RIA can be the missing piece..

Jonathan Michael, a tech guru in the financial services world, says that keeping up with the latest technologies positions you to attract and retain clients. One of the fastest-growing tech tools is AI. RIAs that embrace AI are well-positioned to differentiate themselves in a crowded market, attract more leads, and convert them into loyal clients.

In this episode of The Customer Wins, Richard Walker sits down with Jonathan Michael, Founder and CEO of Wealth I/O, to discuss AI for wealth management marketing. Jonathan talks about Wealth I/O and how it helps people, how it uses AI to help generate leads, its business model, and ideal clients.

  continue reading

95 episódios

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