PodcastWealthTech on DeckSeptember 22, 2026
Why Advisors Matter More in an Age of Unlimited Information with Jim Patrick
Host Jack Sherry and guest Jim Patrick discuss why financial advisors matter more amid overwhelming information, complexity, regulation, alternatives, UMH, behavioral coaching, and AI productivity.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.