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Podcast: Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD
Episode: 📺 AI in Financial Services with James Mills | How Advisors Can Scale & Stay Relevant
Description: 📝 AI in financial services is rapidly transforming how financial advisors operate, compete, and grow — and in this episode, James Mills breaks it all down.Whether you're a financial advisor, RIA, or insurance agent, chances are you're wondering how AI, automation, and fintech are reshaping your day-to-day operations and long-term success. This episode answers your questions and provides actionable insight into the future of finance, directly from someone in the trenches.James Mills, MBA, CRPC of Ironvest Financial Partners, is not only coaching financial professionals but also building his own thriving advisory business using the same AI to...