Come on and sit back in Relax
Episode 249
of Wealth Tech today podcast.
I'm your host, Craig go, founder of Ezra
Group consulting. And this podcast features interviews news
and analysis on the trans best practices, all
around wealth management technology.
My guess for this episode was Mike Shaw,
Founder Ceo of Sig fig. I've known Mike
for quite some time.
And he's been running Sig fake for quite
some time as well. And they've been doing
very well and doing some very interesting things
in the market recently,
thought it'd be a good time to have
Mike on.
Now, of course, Mike's been running sig for
I think for over 13 years. Now.
Before that, he was the Ceo and C
founder of
an application called Wiki Invest.
And before that, he worked at amazon dot
com.
With a degree in computer science, which I
appreciate as a fellow computer computer science
degree holder as well. So we we always
have a good conversation. Go, oh, you get
a little bit more technical than maybe some
other conversations we have.
Mike and I spoke about,
some shared... Mike shared some updates and statistics
and on,
how Sig figure is doing. We talked about
a little bit how advisors should adapt to
the threats of Ai
and some new products that Sig fig has
recently released including their engage
virtual meeting product.
But before I get started, let's talk about
tech stacks. I here it as a group,
we've seen tech stacks from hundreds of R
and broker dealers. And let me tell you
most of them are loaded down with tech
debt. Now let's face it tech debt acts
like an anchor holding down your company's ability
and efficiency to scale.
So if you wanna free your firm for
exponential growth. You need to run, not all
to our website, ezra group dot com. And
click on the gold and contact us button
on the homepage.
Our experienced team here can evaluate your current
tech ecosystem, deliver targeted
recommendations,
optimize your existing systems and operations even run
an Rfp and help you pick some new
software and and then even implement it to
get your firm to the next level.
You can take advantage of our free initial
consultation by go into ezra group dot com.
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do before the interview.
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Alright.
Ready to go. Let's kick this thing off.
Here we go.
With our next guest on the program. I'm
excited to introduce. Mike Shah, founder and Ceo
of Sig fig. Hey, Mike. Good talk to
you man.
Great to be here.
I'm glad you're back. It's been a bit
since you
were on the program.
Where are you calling in from?
San Francisco.
Lovely San Francisco. I see that your your
fake background looks beautiful.
It could look very similar now. But it's
a nice time year to be in San
Francisco. As many would like to believe I
might be the last person still in San
Francisco, but.
There's least the what... The will the last
person leaving San Francisco, please turn out the
lights.
I'm glad you're holding down the fort.
Great.
Let's jump in. Can you provide
our listeners with a 30 second elevator pitch
for Sig fig?
Sure.
So we have been in a the space
for a long time, And we basically build
technology
that helps advisors and their firms be more
productive, more efficient.
We started out in building a,
I guess, what people would call a Tam,
an investment advisory platform.
And over the years, we've added quite a
few,
new solutions.
So we've got 1 solution that focuses on
meeting and sales effectiveness.
Virtual collaboration.
We've got a whole bunch of Ai that
I'm sure we'll talk about at some point
today,
built into our products, and,
Yeah. All in the service of working with
banks, wealth management firms and insurance companies.
So that leads me into
1 of the questions that we would discuss
talking about was, what what is Sig fig?
And how do you describe it now? If
you describe it as a tam? You describe
it as a platform, or platform broker deal
platform,
outsourced provider.
How do you describe the company and what
you're doing? You Yeah. So we've built a...
What we think of as an integrated platform,
so it's an ecosystem of solutions.
That can be used
individually,
but they can also be used together,
and they're all aimed at essentially helping to
enrich
the value that's added by advisors and serving
their clients.
So
part of where we started was an investment
management, actually what people used to... Robo advice.
And
I think in retrospect, people will realize that
that term, robo advice actually was what not
super helpful,
it didn't really describe what the value proposition
was.
And so I like to think of it
as
the natural evolution of
the value proposition of what advisers do. So
in the early days, most advisers tended to
focus on managing portfolios,
And today, you know, advisers do a lot
more than that, You know, investment management is
actually oftentimes the commodity.
Sometimes it's controlled by the home office and
so the adviser not actually
going off the rails and, you know, building
their own portfolios. But they are doing financial
planning. They're doing trust in estate planning They're
helping with
you know, client servicing,
all kinds of, you know, tax management. So
there's there's a lot of other things that
advisers are doing beyond
portfolio management, and
it turns out technology can help a lot
in that. So, you know, whether it's
tools to enable financial planning discussions or whether
it's technology that helps
clients meet with advisors virtually or whether it's
Ai that's helping the adviser,
automate a lot of their,
on of manual work,
lots of ways that technology can basically help
advisers, you know, improve the way they serve
their clients. So I... You know, I think
Tampa is actually kind of an interesting term
because
it
was
born in the era where portfolio management was
a value proposition. Right? And so,
I don't think we think of ourselves as
a tam,
but I think many other things that we
do
maybe things that the
legacy tam, maybe, wanting to do to add
more value.
So, you know, that 1 might think of
the world that way, but we don't think
of ourselves as. Yep,
Do you still offer... Or I don't use
the word robo advice. Do you still offer
digital advice. So,
self directed onboarding, self directed channel for advisory
firms that you would manage.
Yeah. So we do,
we've... Think of that as really a choice
of our partners. So we partner with financial
institutions who wanna use our technology to serve
their clients.
And some firms
have very, very, very, very large populations of
retail clients.
And so more than anything, you know, a
self service model is just the most economical
way to serve a smaller client.
But most of our firms
that we work with today
had the vast majority of their assets manage
their advisors.
And so it turns out
robo advice was, like, kind of a horror
term for an adviser because it
kind of
suggested that maybe the software was gonna replace
the human,
and we're kinda getting a second round of
that fear with Ai. Right? There's a lot
of talk out there about how Ai is
can just take everyone's jobs.
And so, you know, again, like, I think
our view is that
it's less about
the technology being built
to service service model.
It's more about technology that helps make client
experience better And whether that happens to be
self service or whether it's through advisors,
you know, that's really a choice of our
partner, and it's really a choice of of,
you know, their advisers, you know, how they
wanna use their technology.
I work on the adviser tech map with
Michael Ke. And Mh. We... We used have
a robo advice
category.
Mh. Which we renamed
to
onboarding
or automated onboarding. Right? Because since what what
most the robo advisors did at first. Mh.
It was just onboarding really. They didn't do
anything more than that, But then they slowly
morph as you guys did as well and
expanded your capability
slowly
into...
As you mentioned, you're ecosystem of solutions.
And may the other vendors that were doing
in the some... In the similar space also
had to keep morph or keep changing what
they were doing to survive, and expanding as
you guys have effectively
expanded.
So we do see... But we still see
a need as you are
for advisors who want small account solutions or
younger
demographic solutions
in parallel to their traditional offerings.
That's right. And I think in parallel is
actually an important kind of way to think
about it. You know, I think
there was kind of a misconception that, like,
you know, robo devices are gonna, like, replace
traditional ways of serving clients. And in fact,
I think it sits alongside. Right? It's a
it's a particular service model at a particular
price point for a particular kind of client.
But it's not, like a replacement of, you
know, the traditional ways of doing business.
So it's an important,
part of the suite of offerings for many
firms.
But I think the real beauty is a
lot of the technology that made robo advice
possible.
Actually also makes
the
operations of working with advisors
and traditional advisory
you know,
service models,
better as well. So,
you know, whether it's onboarding or investment management
or, know, all the other kind of pieces
of technology that,
we're built to try to build a business
of scale.
Same technology can help adviser scale as well.
That's what it's all about.
Gotta scale up our holistic advice.
Absolutely. Talking about industry trends if we could
shift in. You mentioned Ai
and how Ai won't take jobs.
Or Ai is, you know, people are worried
it's gonna take their jobs. And I'm always
saying it's not gonna take jobs, but it's
gonna shift them
into something completely different.
Just like we saw
email, shift jobs, you know, move the capabilities
down the food chain or up the food
chain whereas in the past,
the old days, an executive would dictate a
memo to his secretary, his admin who would
type it, show him a paper. He would
mark with the pencil and then they would
put into an intra office envelope and send
it to another executive. Now the executive goes
to his own email and and were in
her own email and just types it herself,
Well, the secretary job. It's still the job.
They still have admins and executives, active admins
and chiefs of staff. They just have a
lot more stuff to do a lot more
tools to do it with. Yeah. So how
do you see Ai changing,
the our advisors are interacting with
specifically with Sig figs ecosystem.
Yeah Yeah. So,
you know, when you think about the March
of technology,
you know, I think with almost every
major
transformation
that's ever happened in the last hundred years.
I'm sure with every transformation, there's been some
fear that, like, oh, this is gonna
you know,
either change the way we work or, you
know, make the way we work obsolete.
And the truth is, you know, in almost
every instance I can think of
what's actually happened is that the technology has
been empowering to, you know, the the worker.
And, you know, I think Ai has some
potential to be different on that front. You
know, there there is
lots of smart minds, you know, picturing a
world where, like, this is really just gonna
be so fundamentally trans formative.
But I think in the near term,
you know, it's it's not Ai that's gonna
replace advisors.
Formative But advisers that adopt Ai really well
might threaten, you know, the existence of advisors
that don't.
And so it's really more... You know, how
do you embrace these capabilities.
So that honestly, you have more time to
spend with clients adding real value.
You know, like, 1 of the things that
I think has been
remarkable for me to see,
you know, coming from the outside. Right, before
Sig figure I, I worked in, you know,
at Amazon, you know, in in a completely
unrelated field.
And As I've spent lots of time with...
The home office, lots of time with advisors
over the last decade.
It is kind of mind blowing how much
time is spent.
The doing things that are honestly not that
much value add.
And so if you could leverage technology
to do all those things for you so
that you'd have so much more time
to spend with clients doing things that add
value that things that you know, humans can
uniquely add value on.
Think about how much happier your clients will
be, think about how many more clients you
could serve, think about, how much more of
their assets you could manage well, You know,
like, it's it's absolutely...
You know, the name of the game here
is, like, give advisors more time so that
they can spend it on things that really
add value.
And so, I guess, you know, part of
your question was a little bit, you know,
well
how how is Ai gonna kind of impact
the industry?
And I think you could almost start with,
like, well, What are all the things that
if I just spend time on? That we
could give them their time back.
And that list is incredibly long. You know,
there's middle and back office stuff
there's home office
stuff.
There's,
you know, the writing of notes from client
meetings. There's the remembering of things to do
for your clients,
there's
you know, getting accounts opened and funded.
There's,
you know, checking in on annual client reviews
with clients. I mean, literally, you could go
on and on and on and on for
things that, you know,
technology could help with.
And,
so I think the name of the game
is gonna be. Let's find all those things
that, you know, we could save people's time
on,
and try to use software to
do those things, you know, as well as
or, you know, in some cases, maybe even
more more scalability than, you know, the adviser
could do with how,
and you know, that should free up advisers
to do, you know, lots of other valuable
things.
So which areas of Sig figs ecosystem?
Are you targeting first for Ai
enhancement? Like, where did you see the biggest
value added? Because you're you're directing your limited
programming resources
at your ecosystem and saying, here, this is
where we want. Like to work on Ai
first. How did you determine that? Which which
areas did you. Target first?
Yeah.
So...
You know, the truth is first,
I think we feel that
the capabilities and the potential here are so
potentially transformative
that,
Ai is making its way everywhere in our
solutions. You know, it's not just in 1
area, But I think your question was kinda
where did it come first.
And the most natural place that we saw
was in our,
solution that we call engage.
Engages a platform that was built
during the pandemic
to essentially facilitate,
advisors and clients having more effective virtual meetings.
And, of course, you know, during the pandemic,
you know, the whole world got very comfortable
with virtual meetings. So, you know, it wasn't
surprising that that was the original positioning of
the product. Thank God. I can work for
I can stay home more. You
But the funny thing is,
you know, even to this day, a lot
of people equate virtual meetings to video conferencing.
And the truth is, like, video conferencing is
not better than in person. It might be
more convenient, but, you know, I don't know
a lot of people who
feel like a video conference
is
richer than an in person interaction.
What we think really makes the virtual meeting
context
richer is actually the combination of audio video
with what we call screen based collaboration.
Because in the old school world that was
all in person,
it was oftentimes very
either unavailable or uncomfortable to introduce technology into
that interaction.
And so, you know, people did business label
fashion. They they sat at a desk and
they talk to each other.
But it turns out
talking is not the most efficient way of
collaborating. You know, talking is useful. It's very,
very valuable. But if you could overlay talking
with looking at something together,
know, think about how many Zoom meetings are
on where you're not just talking and looking,
you're actually, like, doing screen sharing or you're,
like doing something with with the other person.
You As consultants, we do that every day.
We're constantly,
sharing our screens
and sharing slides, I mean, we love slides.
That's how we live. Right. Yeah. I'm... My
guess is if you if you had the
data for Zoom or Teams or, you know,
whatever video conferencing platform you're on,
the amount of time that's spent... Using 1
of the other tools beyond just video conferencing
is probably very, very, very high. We might
know what that is because we record every
call.
And it does... 1 of it that can
tell us how much of the call
is spent in screen sharing. I'd be interested
understanding. Interesting. Yeah.
And so the truth is, you know, most
financial institutions, most advisers,
they've never really lived in a world where
a meeting was more than. You know, just
video conferencing.
And so we basically started introducing all these
other technologies. Right? Screen based collaboration, interactive content,
we integrated a lot of workflows. You know,
we kinda went went on and on and
on, looked at all the different technologies
that could help assist.
The client and the adviser to actually get
the work done,
and we kept building out those capabilities. And
so, you know, how do we get out
on this question? You asked me, like, where
did Ai first make its way.
And it turns out this idea of building
software that helps enable more effective meetings, and
more efficient collaboration,
that was a perfect place for Ai to
kind of insert itself.
Now
and the kind of interesting twist, you know,
we're we're a very kind of user centric
R and D shop. You know, we we
really like to spend time with users understanding
what are their pain points? What are problems,
how can technology solve problem as opposed to,
you know, if if you've got a hair
hammer everything looks like a nail, You know,
like, sometimes people are like, oh, Ai ai.
Let's just like, go out and deploy Ai
and and solve problems go next. Blasted everywhere.
Right.
And so our view was, like, well, well,
let's let's really spend time.
Go trying to understand the workflow pain points
of advisors.
And then as we got into the conversation,
1 of the things that we realized is
that
we serve actually 3 constituents at the same
time. We serve the adviser themselves.
We serve the clients that they work with.
And we serve the home offices that they
work for.
And it turns out
Ai
usefulness,
to each of those constituents is is not
always the same.
And so, you know, I think we've found
that
our most successful products
had been where we bring value to all
3 of those constituents at the same time.
So we came up with a big long
list, over 20 different
possible applications of Ai
in in the space.
And we started to, like, spend real time
with each of those constituents, clients,
advisors and home office
to try to figure out, like, which of
these features would you actually find most useful
instead of us kind of inventing a solution
to a problem that does exist.
And the world actually surprisingly quickly narrowed. You
know, there were some very clear patterns
for,
the things that people found kinda most useful
most productive.
And the irony was actually that
the
features that each of this constituents
valued most weren't, you know, always the same.
And so, you know, we had to find
kind of the right ways to integrate all
these abilities so that, you know, home office
is happy, advisors which happy client's happy.
Now... Trifecta.
Everyone's happy.
Yeah.
Yeah. Yeah. For sure.
So
you know, the the the the launch of
these capabilities,
it's gonna be kind of fascinating
because
you know, the amount of time that we
say for each of those constituents is different.
And so for the adviser, it's more about
time savings, you know, like, how do we
help make your life easier.
For the client, it's actually a little bit
more about delight.
You know, Like, there are a lot of
clients who, like ripped their hairs out working
with their financial institutions because it's just so
difficult to do things that would seem to
be easy.
So with client, it's kind of, like,
get financial solutions to the digital age where
things work the way you'd expect as a
consumer.
And then with the home office, it's actually
way more about consistency
in sales process.
It's about insight into what's happening in the
distribution network. Many of the firms that we
serve,
actually have thousands of advisors. So, you know,
it's very hard to create a consistent experience
across, you know, a large
footprint.
So part of how the technology can work
is, you know, to help create
somewhat more consistent ways of doing business.
We see something similar of a lot of
our clients. Most of our clients are enterprise.
Wealth management firms as well broker dealers.
Large R,
and certainly,
sales process consistency is important. But consistency across
all processes, whether it's sales,
onboarding,
rebalancing,
reporting, all those processes
have to be consistent.
Yeah. Yeah. For sure.
So let's move on from that. Thank you
for sharing.
I wanna talk about some company statistics. Sick
fig has been around quite a while. People
don't realize. When we founded?
Thousand and 7 was the very beginning of
the company. Yeah.
We
expanded kind of our product quite a few
times, and
we've been working with financial institutions for about
a decade.
Decades good. It's it's tough to stay in
the business a decade. Can you share some
statistics?
Share our company.
Yeah. Yeah. If you if you look at,
you know, kind of
our platform, you know, that the easiest ways
is to kinda think about it are actually
kind of some of the the the angles
I said before. So, you know, if you
think about advisors you about and consumers you
think about the home office platform.
So some of the kind of simplest metrics,
1, you know, assets that
we...
Help our partners manage on, you know, the
platform that is now in excess of 50000000000,
so it's gotten to some really nice scale,
that hits about a million and a half
consumers.
So
when you think about kind of end consumers
who have. Access to, you know, our platforms.
And then, you know, metrics by advisors about
6000,
So,
yeah, it's been kind of a nice journey
over the last decade seeing kind more and
more.
Impact, you know, of our solutions with our
partners.
Can you clarify when you say 50000000000
assets, we help our clients to manage. Would
that be Au or Au?
Au.
Yeah. Some of our
solutions are designed to directly kind of discretionary
manage assets.
And some of our solutions are essentially solutions
that help assist, but aren't actually directly managing
those asses.
So things like reporting before reporting.
Well, will be included in there.
Yeah. We don't have, like, a performance reporting.
Sweet. You know, I know there are companies
in the world who, like, only do a
performance reporting. Sure. Our solutions are designed to
be more kind of end to end,
you know, where
the,
you know, the assets are on a chassis
that we, you know, we are helping to
digitize. So
to thinking more like, perform portfolio management,
capabilities,
opening accounts
assigning models, things like that. That's right. That's
right.
Excellent.
Thank you for that.
Moving on to the next question, I wanted
to talk about some new features being released.
So you would talk about the Engage platform.
What about some of your other platforms? Any
new features you've recently released you wanna talk
about?
Yeah. We've got,
some very interesting capabilities
that them automatically organize
in Sig R and d map.
Around a focus on helping advisors gather assets.
I think 1 of the things that we
have found over and over and over again
is when we make it easier
for firms and advisors to gather more assets,
more wallet wheelchair,
that makes everybody happy
And so,
we've got quite a few
initiatives
that are focused on that.
1 of them is kind of interesting, I
think because it's a great example of where
technology is essentially helping...
To digitize an analog process.
And
you know, we call it portfolio compare
And the way this capability works is it
replicates the process that exists today in a
lot of institutions.
Where as advisors are getting to know either
prospects
or serving existing clients,
1 of the things that many advisers wanna
know is essentially, like,
how much money do you have and where
is it?
And
you know,
learning that as an advisor is very helpful
because it helps you figure out, you know,
what you can do for the client also
helps you figure out how to... Picture value
prop to the client.
But those are benefits to the adviser or
the home office, not the client.
And so the benefit to the client
in sharing this information is usually some sort
of analysis on, you know, what they're doing
right or wrong in their portfolio.
And so it's been a very kind of
common sales practice to basically ask clients
to bring in paper copies of all their
statements.
And then, you know, when those statement copies
come in,
that usually gets handed off to, like an
analyst who, like, inputs that into some systems,
some analytical tool.
And then that tool usually pumps out some
reports. Right? Like, you know... Okay, we did
this analysis your portfolio here's is what we
found.
Now that's a very effective sales tool it's
a very effective way of showing the value
add that an advisor gonna for their clients,
but it's an extremely labor process.
And so, you know, that's for usually a
great recipe for, well, how can technology make
that better. And so we kind of came
up with this process called portfolio compare
where a client
actually, you can just
upload their data,
then they can do that through aggregation. They
you can upload they can upload copies of
their payments of their statements.
They can input that data manually.
And in real time, we'll either grab their
data from their institution, we'll extract that data
from, you know, a Pdf.
Or we will take what was manually input,
and we'll produce an actual real time analysis
of that client's portfolio,
And then we can help point out essentially
where there might be issues.
You know, are there issues with risk, other
issues with fees and costs, other issues with
tax efficiency,
is our home country bias? Are there,
you know, not enough
diversification? Is there too much cash sitting idle?
All kinds of analysis that we can essentially
do
for
a client,
but also for the adviser because, pointing out
those issues can help convince the client that,
you know, the adviser can help them.
And so we've kind of digitized that whole
process,
adviser can do it with a client literally
on the fly in a meeting. You know
don't, need to ask clients to bring copies
of their statements. You need to wait until
the next meeting. You don't need to have
pay analyst and put that data into some
system.
It all happens literally within seconds,
and advisors love it. Don't I mean, it's
just kind of night and day, how much
easier it is to explain.
Instead of just like, a generic sales pitch.
Like, oh, here's my name and here's what
I do, and, You know, it... It's a
very personalized,
assessment for a, a either a prospect client
who... You know, you're not doing business with
yet.
Or an existing client where, you know, maybe
you're doing an annual client review with them
and, you know, there's a chance to kind
of win more business,
that's 1 of a whole bunch of different
capabilities,
you know, we've built and our building
that essentially help. Make it easier to capture
wallet share and and and grow grow assets.
So portfolio compare sounds to me like what
we used to call current versus proposed?
But sure. Clients current,
portfolio, show them what you're proposing, show them
how bad what they have is now.
Everyone's gotta show that. And then help them
to sell. So is this part of a
proposal generation,
capability that you have or is this a
a standalone tool Yeah. It is standalone so
you can use it by itself, But as
you are correctly pointing out,
it's really helpful to integrate this capability with...
Proposal and then integrate that with onboarding. So
for example, if we did a diagnostic, and
I brought in my 4 different accounts, and
then we found out, oh, you know, you
got this account at this institution that's, like,
really poorly managed,
different If you go to the proposal step,
then we can show exactly what we would
do for you. And then if you go
to the onboarding and funding step, we can
digitally Aca cat, the accounts you just told
us about
into, you know, the account at this institution.
So all of those pieces,
are seamlessly woven together if you use, you
know, the totality of our ecosystem.
And that is part of, you know, our
view on
know, having an ecosystem, which is the more
of our solutions you're using together, the more
powerful, you know, the whole platform becomes.
You That's 1 of actually the pain pinpoint
that we find a lot inside a bank
is they've got lots of different systems that
do lots of different things, but none of
them talk to each other.
And so you get a very dis disoriented,
you know, experience.
So if you can kind of harmon it
and bring that all
into technology that works well together,
then, you know, the advisers experience is a
lot more efficient and the client isn't left
with, you know, shock on their face about,
like, why they have to do the same
thing 3 times.
But these clarify does sig fig have a
proposal generation capability
that advises can use to generate proposal.
Start to finish, including portfolio compare?
Including, Yes.
Excellent. Can you share how many of your
advisors are using that?
I don't know off the top of my
head. It's probably
pretty close to all 6000.
It's a very
common part of our workflows, you know, not
trying to... That sales process. And what percentage
of your clients are banks versus broker dealers
versus R.
The vast majority of our partners are banks
and wealth management firms.
We tend to
not serve
individual Ra as much.
You know, we we are an enterprise software
company, So we tend to serve, you know,
institutions are a little bit larger.
Sometimes, I cringe when I say that because
our solutions can just as well serve an
Ra,
but our go to market machine, you know,
the the the team at Sig fig that
is out. Talking to the industry and seeking
new clients and onboarding them and integrating all
the technologies,
you know, they tend to focus on, you
know,
institutions that are bigger.
And so 1 day, you know, I'm sure
we will find a scalable way to serve
our. We would love to serve ra, but
our go to market motion that's tended to
focus on, you know,
firms of scale.
And on that note, Mike, you have said
it all were out of time. Our listeners,
find out more information about sig fig.
Yeah. Sig fig dot com,
was where you can kinda fund it all,
and
you know, if anyone is interested in, working
with us.
Feel free to reach out, and we'd love
to have a conversation with you.
Fantastic. Mike, thank you so much for being
here.
Yeah. Thanks for having. It's been fun.
Hey. It's Craig again. Here are my top
3 takeaways from this episode.
There's some new features and products that have
been released. By Sig fig, including the engage
virtual meeting product, which has some pretty cool
features, and their portfolio compare
tool as well as trust and state planning.
They've got some things on the roadmap which
Mike talked about, I was impressed that sig
figure up to 50000000000 in Au,
1500000.0
end investors and 6000
advisors.
Also thought has unified desktop
adviser workstation of the future comments were interesting,
and some of the things they talked about
Ai. Now, Mike, and I disagree read a
little bit about Ai taking jobs or not
taking jobs. Mike said they won't. It just
shift them to something different.
I said, it will take jobs, but it'll
create new jobs, which maybe is a bit
of the same thing.
Well, you've made it the end of an
another episode of the Wealth tech today podcast.
Thanks for listening. Before you go, head to
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