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

Smarter Planner Podcast
20/03/2024 17 min Temporada 2 Episodio 30
Ep. 30 The Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder]

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Episode Synopsis

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.

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