Solving the Swivel Chair Problem with Wealth.com's Planning Solution
About this episode
Aida Dillman interviews Danny Lohrfink about Wealth.com's planning solution and its benefits for financial practices.
Osaic's Aida Dillman meets with Danny Lohrfink, Co-Founder and Chief Product Officer at Wealth.com, who shares valuable information about how their tool can assist in your financial practice. Danny talks about estate planning to income tax planning and how you can offer a broader suite of services. Solve the "swivel chair problem" by using the advanced AI tools in Wealth.com, including auto-generation of flowcharts.
People in this episode
Host: Aida Dillman
Guest: Danny Lohrfink
Topics covered
- financial planning
- estate planning
- income tax planning
- AI tools
- service offerings
Keywords
- Wealth.com
- financial practice
- AI tools
- estate planning
- income tax planning
Mentioned in this episode
Organizations: Wealth.com
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