Summary
Innovation in finance is increasingly reliant on infrastructure, much like the historical advancements of the wheel and electricity. Plaid, a company that has developed its infrastructure over 13 years, plays a crucial role in enabling artificial intelligence to function effectively within the financial sector. By understanding the dynamics of money movement, Plaid positions itself as a key player in integrating AI into financial services.
The conversation shifts to the evolving landscape of wealth management, where technology is poised to redefine traditional practices. Industry experts Greg Gates from LPL and Peter Nolan from Anthropic engage in a discussion about agentic AI and its implications for financial advisors. They explore how the industry is changing and provide insights on how advisors can adapt to stay competitive in this new environment.
Show Notes
Mark Tilbury firmly believes that anyone who learns the skill sets of a millionaire can become a millionaire, ANYONE. Mark Tilbury left school at 16 with no qualifications and no money. Now he runs a multi-million dollar business & has grossed over 50 million. He has the house of his dreams and most importantly, the freedom to spend time with his family. Now Mark wants to help you become financially free as well. Follow the podcast and turn on notifications! Follow @MarkTilbury on Tiktok, YouTube, Twitter & IG Disclaimer: All content rights belong to Mark Tilbury. This Podcast is fan-made. No copyright infringement intended.
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More from Mark Tilbury
Mark Tilbury firmly believes that anyone who learns the skill sets of a millionaire can become a millionaire, ANYONE. Mark Tilbury left school at 16 with no qualifications and no money. Now he runs a multi-million dollar business & has grossed over 50 million. He has the house of his dreams and most importantly, the freedom to spend time with his family. Now Mark wants to help you become financially free as well. Follow the podcast and turn on notifications! Follow @MarkTilbury on Tiktok, YouTube, Twitter & IG Disclaimer: All content rights belong to Mark Tilbury. This Podcast is fan-made. No copyright infringement intended. -----
Mark Tilbury firmly believes that anyone who learns the skill sets of a millionaire can become a millionaire, ANYONE. Mark Tilbury left school at 16 with no qualifications and no money. Now he runs a multi-million dollar business & has grossed over 50 million. He has the house of his dreams and most importantly, the freedom to spend time with his family. Now Mark wants to help you become financially free as well. Follow the podcast and turn on notifications! Follow @MarkTilbury on Tiktok, YouTube, Twitter & IG Disclaimer: All content rights belong to Mark Tilbury. This Podcast is fan-made. No copyright infringement intended. ----------------------------------
Mark Tilbury firmly believes that anyone who learns the skill sets of a millionaire can become a millionaire, ANYONE. Mark Tilbury left school at 16 with no qualifications and no money. Now he runs a multi-million dollar business & has grossed over 50 million. He has the house of his dreams and most importantly, the freedom to spend time with his family. Now Mark wants to help you become financially free as well. Follow the podcast and turn on notifications! Follow @MarkTilbury on Tiktok, YouTube, Twitter & IG Disclaimer: All content rights belong to Mark Tilbury. This Podcast is fan-made. No copyright infringement intended.
Mark Tilbury firmly believes that anyone who learns the skill sets of a millionaire can become a millionaire, ANYONE. Mark Tilbury left school at 16 with no qualifications and no money. Now he runs a multi-million dollar business & has grossed over 50 million. He has the house of his dreams and most importantly, the freedom to spend time with his family. Now Mark wants to help you become financially free as well. Follow the podcast and turn on notifications! Follow @MarkTilbury on Tiktok, YouTube, Twitter & IG Disclaimer: All content rights belong to Mark Tilbury. This Podcast is fan-made. No copyright infringement intended. --------------
Mark Tilbury firmly believes that anyone who learns the skill sets of a millionaire can become a millionaire, ANYONE. Mark Tilbury left school at 16 with no qualifications and no money. Now he runs a multi-million dollar business & has grossed over 50 million. He has the house of his dreams and most importantly, the freedom to spend time with his family. Now Mark wants to help you become financially free as well. Follow the podcast and turn on notifications! Follow @MarkTilbury on Tiktok, YouTube, Twitter & IG Disclaimer: All content rights belong to Mark Tilbury. This Podcast is fan-made. No copyright infringement intended. ---