¡Desconecta con la aplicación Player FM !
AdviceTech Podcast #87 - LivePreso Advice
Manage episode 423444705 series 1398082
This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time.
Aaron Cooper LinkedIn: https://www.linkedin.com/in/aaronscooper/ LivePreso Website: https://www.livepreso.com/advice Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth.
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
879 episodios
Manage episode 423444705 series 1398082
This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time.
Aaron Cooper LinkedIn: https://www.linkedin.com/in/aaronscooper/ LivePreso Website: https://www.livepreso.com/advice Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth.
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
879 episodios
Todos los episodios
×Bienvenido a Player FM!
Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.