Episode 219 - Your Financial Advisor Will Be Better Because Of AI (Not Replaced By It)
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概要
Are you worried one day your financial advisor will be an AI bot? This is not going to happen. But it will help them remember everything about you.
Join Brad Friedman and Bill Rice as they chat about the current state of FinTech and the future we can expect.
Bill is a veteran Air Force counterespionage officer who became marketing expert who's been in the lead gen game since before social media existed! As the creator of Kaleidico and Bill Rice Strategy Group, he's produced over 500,000 leads per year for clients, creating and exiting multiple successful companies along the way, while producing more than 9 figures for clients.
But Bill's not your average marketing specialist. His transition from developing information warfare centers in the Air Force to launching one of the first mortgage lead management systems gives him a distinctive perspective on consumer psychology and company scaling. Through economic downturns and the rise of AI, Bill has consistently stayed ahead of the curve, most recently selling his agency for a 7-figure exit. (here's something cool: Bill was also a member of the founding team of the first internet bank back in 2000 and scaled it to $1B in home equity loans, eventually exiting to a PE firm)
Today, he's on a journey to share his strategies for developing sustainable demand-generation programs that drive real outcomes. From producing content that performs to developing automated lead systems that grow, he brings actionable strategies that get results.
The Digital Slice Podcast is brought to you by Magai. Up your AI game at https://friedmansocialmedia.com/magai. And, if it's your first time purchasing, use BRAD30 at checkout to get 30% off your first 3 months.
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