About this episode

Mollie Colavita discusses the importance of AI in financial advisory and adopting a CEO mindset.

The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Greg Bartalos

Guest: Mollie Colavita

Topics covered

• financial advisory
• AI in finance
• client relationships
• CEO mindset
• workflow optimization

Keywords

• financial advisors
• AI
• client relationships
• workflow
• CEO mindset

Mentioned in this episode

Organizations: J.P. Morgan Advisors

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