The Active Advisor · 2024-02-20 · 36 min
Do you want to know the power of using AI in investment management and how it can help RIAs attract and retain clients? Are you aware of the importance of creating exceptional investment experiences, and how AI can be used to improve customer service, compliance, and marketing efforts? It’s within your reach: just listen to this podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by David Marra, Co-Founder and Head of Portfolio Management at Markin Asset Management. David has a unique understanding of how investment management can be a secret weapon for transforming RIAs and driving their business growth to new heights. In this episode, David reveals: The potential of AI to revolutionize global growth and the investment industry Ways RIAs can use AI to improve their practices The importance of marrying AI with traditional economic and financial principles Why RIAs should focus on their areas of expertise and find specialized partners to handle other functions David is a specialist in systematic multi-asset strategies.
Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®56 / 100
The Willingness to Do More with Jeremiah Dellas55 / 100
The Art of Building Client Relationships: Insights from Michael D'Aquila59 / 100
The Neuroscience of Conversations with Mary Schmid82 / 100
Advising Influencers, NIL Athletes, and Women with Madison Broyles76 / 100