Everyone’s talking about AI note-takers. But the real question is what happens next.
In this episode, Mike and Danny pull back the curtain on integrations, the quiet but critical infrastructure that makes an AI operating system actually work for advisors. From APIs that act like drawers you can only open if you’ve earned trust, to security audits with Google and Zoom, to the “rat’s nest” of data in Salesforce, they unpack what it really takes to turn unstructured chaos into structured signal.
This episode is for advisors and RIA leaders who are ready to turn scattered data into usable intelligence, reduce time wasted in messy CRMs, and understand some of the technical foundation needed to scale with AI.
정보
- 프로그램
- 발행일2025년 9월 11일 오후 1:00 UTC
- 길이18분
- 에피소드2
- 등급전체 연령 사용가