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Financial Advisors

How AI Will Help Advisors Scale Their Business

Published

Jan 24, 2024

About this Series

TradeTalks on Personal Finance & Financial Literacy

With Jill Malandrino

TradeTalks broadcasts live from MarketSite in Times Square, the historic Philadelphia Trading Floor and Global Industry Conferences and Events. Featuring conversations with top industry thought leaders on trends, news and education.

Jagdeesh Prakasam, CEO of Qdeck.ai, Chris Englebert, Founding Partner and Chief Investment Officer of Englebert Financial Advisors, Nate Lenz, Co-Founder and CEO of Concurrent, and Yelena Melamed, Co-Founder and Head of Product at Catchlight, join Jill Malandrino on Nasdaq TradeTalks to discuss how AI will help advisors scale their businesses and provide the best experience for the next generation of investors.

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