• Staying Human in Finance: Tech, Wealth, and the Future of Advising with Chelsea Ransom Cooper

  • 2025/02/14
  • 再生時間： 31 分
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Staying Human in Finance: Tech, Wealth, and the Future of Advising with Chelsea Ransom Cooper

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  • How do financial advisors stay human in an industry dominated by tech and automation? In this episode of Only Human, host Yohance Harrison sits down with financial planner Chelsea Ransom Cooper to explore the evolving role of technology in financial advising. From her journey into wealth management to leveraging AI and data visualization, Chelsea shares how fintech is changing the landscape. They also discuss RIA tech stacks, financial planning strategies, and making wealth management accessible. Whether you're an advisor or a client, this conversation will help you navigate the balance between technology and the human touch.

    #FinancialAdvising #WealthManagement #FinTech #FinancialPlanning
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あらすじ・解説

How do financial advisors stay human in an industry dominated by tech and automation? In this episode of Only Human, host Yohance Harrison sits down with financial planner Chelsea Ransom Cooper to explore the evolving role of technology in financial advising. From her journey into wealth management to leveraging AI and data visualization, Chelsea shares how fintech is changing the landscape. They also discuss RIA tech stacks, financial planning strategies, and making wealth management accessible. Whether you're an advisor or a client, this conversation will help you navigate the balance between technology and the human touch.

#FinancialAdvising #WealthManagement #FinTech #FinancialPlanning
続きを読む 一部表示

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