Adjusted for Risk: How to Prepare for the Great Wealth Transfer and Succession Planning With AI

Zephyr's Market Strategist Ryan Nauman welcomes back AdvizorStack's Paul and Nico DeMaio and QDeck CEO Jag Prakasam to discuss how innovation, AI and other cutting-edge tools are preparing advisors for the great wealth transfer.

The three also discuss how leveraging technology can enhance the client experience and help retain your client's children and grandchildren as clients. 

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