Technology's Impact on Financial Advice featuring Calvin Williams, Jr.
March 04, 2021

Show Notes:

When you want to talk about the impact of technology (automation and digitization) on the financial advisor of today or tomorrow it might be a good idea to talk to a computer scientist.

That's exactly what I did in this convo with Calvin Williams, Jr. (owner of the first black-owned robo advisor--Freeman Capital.)

Our conversation covered so many topics like:
  • How was money talked about when you grew up?
  • How Calvin views the impact of technology on the advisor of tomorrow...
  • What will A.I.'s impact be on human advisors? And where's the opportunity?
  • Advice for human advisors...
  • What role does traditional learning have in today's society of technological advances...
  • Looking at the future of finance with A.I. and humans..

Are you a current or aspiring financial professional?  Click here to receive tools that will help you become a next-generation financial professional!

Watch a video clip of this episode on our YouTube channel by clicking here.

To receive a newsletter digest of Jumpstart community happenings, click here.

Subscribe to the podcast by clicking here.

Want to connect with me? Join my exclusive “tribe” by clicking here.

Thanks again for listening, reading, and watching!
No comments yet
Write a comment...