TradePMR's Product Vision for Advisors featuring Jon Patullo

JAN 24, 202531 MIN

TradePMR's Product Vision for Advisors featuring Jon Patullo

JAN 24, 202531 MIN

Description

Peering into the future from a product leader's perspective. In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice.  We cover everything from their service orientated model to support advisors to how AI is quickly accelerating.  Jump in and learn how an industry insider sees advice today and where it’s headed. We talk about: <ul><li>Scale efficiency with open architecture</li><li>AI supporting Advisors</li><li>TradePMR’s acquisition by Robinhood and the future of human advice</li><li>Leveraging open APIs from vendors to drive innovation</li><li>The speed of AI and how if you don’t pay attention you will be left behind</li><li>And more</li></ul> Resources: <ul><li><a href="https://www.linkedin.com/in/jon-patullo-tradepmr/" rel="noopener noreferrer" target="_blank">Follow Jon Patullo on LinkedIn</a></li><li><a href="https://www.tradepmr.com/home" rel="noopener noreferrer" target="_blank">Learn more about TradePMR RIA Custody Services</a></li><li><a href="https://www.linkedin.com/company/rethinkfa/" rel="noopener noreferrer" target="_blank">Follow RethinkFA on LinkedIn</a></li></ul> Connect With Adam Holt: <ul><li><a href="mailto:[email protected]" rel="noopener noreferrer" target="_blank">[email protected]</a> </li><li><a href="https://www.asset-map.com/" rel="noopener noreferrer" target="_blank">Asset-Map </a></li><li><a href="https://www.linkedin.com/in/hadamholt/" rel="noopener noreferrer" target="_blank">LinkedIn: Adam Holt</a></li><li><a href="https://www.linkedin.com/company/asset-map/" rel="noopener noreferrer" target="_blank">LinkedIn: Asset-Map</a></li><li><a href="https://www.facebook.com/Asset-Mapcom-305328046167985/" rel="noopener noreferrer" target="_blank">Facebook: Asset-Map</a></li><li><a href="https://twitter.com/asset_map" rel="noopener noreferrer" target="_blank">Twitter: Asset_Map</a></li><li><a href="https://www.youtube.com/channel/UCzIhXGvI5YnL62TOQR4gcEA" rel="noopener noreferrer" target="_blank">YouTube: Asset-Map </a></li></ul> Connect With Derek Notman: <ul><li><a href="https://www.couplr.ai/" rel="noopener noreferrer" target="_blank">Check out Couplr AI</a></li><li><a href="https://www.linkedin.com/in/dereknotman/" rel="noopener noreferrer" target="_blank">LinkedIn: Derek Notman</a></li></ul> <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.