Technology’s Impact on Financial Advice featuring Calvin Williams, Jr.

"[wealth management in the next 5 years]...is going to be driven by consumer demand and technology" Tweet This
Impact of Technology
Listening Time: 29:42 minutes

Show Notes:

When you want to talk about the impact of technology (automation and digitization) on the financial advisor of today or tomorrow it might be a good idea to talk to a computer scientist.

That’s exactly what I did in this convo with Calvin Williams, Jr. (owner of the first black-owned robo advisor–Freeman Capital.)

Our conversation covered so many topics like:

  • How was money talked about when you grew up?
  • How Calvin views the impact of technology on the advisor of tomorrow…
  • What will A.I.’s impact be on human advisors? And where’s the opportunity?
  • Advice for human advisors…
  • What role does traditional learning have in today’s society of technological advances…
  • Looking at the future of finance with A.I. and humans…

Calvin’s Instagram Profile
Calvin’s Website

Thanks for listening.

Are you a current or aspiring financial professional?  Click here to learn more about how I’m helping you jumpstart your career!

Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

Leave a Reply

Notify of
Add me to the list(s)!

I appreciate your interest, in the Jumpstart Coaching Lab community. Please complete the form and choose which lists to be added to.

Weekly "Brain Food" from The Jumpstart Coaching Lab
Download " 10 Tips to Jumpstart Your Financial Services Career"

About Me

Recent Posts

As an advocate for financial education, I love to share my knowledge in a “jargon-free” way to help you understand what it will take to win with your money!

Scroll to top arrow
Skip to toolbar