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How Financial Advisors and RIAs Can Increase Profitability by Using a Digital Assistant

Mike Langford
Aug 28, 2020

Time is our most valuable asset. How we spend it or invest it can have a big impact on our business and our clients' lives. Unfortunately for most financial advisors there are tasks that suck up this valuable time asset everyday without generating a very high return. Yet.. advisors don't have the option of not completing these tasks. They may be routine, mundane, and time consuming but they still need to get done. So advisors just deal with it. But do they have to?

In this week's episode of the Modern Financial Advisor Podcast, Matt Reiner, CEO of Benjamin shares how the company's digital virtual assistant for financial advisors uses artificial intelligence to free up this time spent on routine tasks and streamline processes for closing business faster.

Like Benjamin being born from an internal use case at Capital Investment Advisors, the newly launched RIABase.com was also born out of the core product at Truelytics and is now available to help RIAs gain deeper insights into their own firm's performance against its peers as well as allowing, asset managers, journalists, and service providers to explore RIA firms in their target market. Make sure you check it out and let us know what you think.

To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Podcasts, Alexa,  SoundCloud, Stitcher, and TuneIn.

Audio Stream


Resources Related to this Episode:
There are two common themes in this episode of the podcast, leveraging technology (specifically artificial intelligence) for financial advisors and improving profit margins. Below are a few other future-forward resources to explore: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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