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Ep. 30 The Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder]

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Manage episode 427240861 series 3584470
Content provided by Financial Planning Association National Capital Area Chapter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association National Capital Area Chapter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Host Belle Osvath, CFP® interviews Gabe Rissman, Co-Founder and President of YourStake a company that is utilizing AI to transform the planning industry.

LinkedIn: https://www.linkedin.com/in/gabe-rissman-127ba369/

www.yourstake.org

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FPA NCA News & Events: fpanca.org

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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

  continue reading

59 episodes

Artwork
iconShare
 
Manage episode 427240861 series 3584470
Content provided by Financial Planning Association National Capital Area Chapter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association National Capital Area Chapter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Host Belle Osvath, CFP® interviews Gabe Rissman, Co-Founder and President of YourStake a company that is utilizing AI to transform the planning industry.

LinkedIn: https://www.linkedin.com/in/gabe-rissman-127ba369/

www.yourstake.org

---

FPA NCA News & Events: fpanca.org

---

The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

  continue reading

59 episodes

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