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Advisors are drowning in meeting prep, notes and follow-ups—but what if artificial intelligence could give them those hours back and make their advice more personal? In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Era Jain, CEO and co-founder of Zeplyn, to discuss how they’re building AI-native workflows that free up …
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本播客中的其他单集
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免责声明: 本页面嵌入的播客和封面图片来自 Shannon Rosic，归其所有者所有，与 Listen Notes, Inc. 无关联，也未获得 Listen Notes, Inc. 背书。
