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Listen "Episode 295 – Cracking the Personality Code: AI for Better Client Relationships with Matt Schiffman"
Episode Synopsis
Matt Schiffman, founder of totumai, joins us to share how the platform is reshaping advisor-client communication. By combining personality science with artificial intelligence, totumai helps advisors move beyond demographic labels and understand how each client truly thinks, decides, and connects. Instead of one-size-fits-all messaging, advisors can tailor communication to fit personality, building trust, strengthening relationships, … Continue reading Episode 295 – Cracking the Personality Code: AI for Better Client Relationships with Matt Schiffman →
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