PodcastBeacon 1% Better EverydaySeptember 29, 2026
Can AI Solve Wealth Management’s Technology and Succession Challenges? Ft. Ferian Nickelson (Ep. 23)
Chip Kispert and Ferian Nickelson of VestGen discuss advisor succession, AI-driven tech stack simplification, data ownership, CRM disruption and advisor education in wealth management.
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