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Request an IntroductionKurt Miscinski, founder and CEO of Cerity Partners, appeared on NYSE’s Floor Talk from the New York Stock Exchange on November 3 to discuss how the firm is using artificial intelligence to help advisors better serve clients while preserving the personal relationships at the heart of financial advice.
Kurt noted that clients and prospective clients increasingly come to meetings with ideas and information gathered from AI tools, a trend the firm welcomes. “We have always found that a well-informed client makes a terrific client because they have a deeper understanding of all the facets of their wealth,” he said.
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