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Ep. 30 The Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder]
Smarter Planner Podcast · Financial Planning Association NCA & Belle Osvath
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Show Notes
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/
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FPA NCA News & Events: fpanca.org
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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.