Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap
It offers wealth professionals a look at how one large advisory firm describes the use of AI, technology and teaming in advisor work and client relationships.
Summary
By our deskEdward Jones’ head of wealth management and field management, David Chubak, discusses how the firm’s advisors are using artificial intelligence, technology and teaming to build client trust and help clients reach their goals. The episode is hosted by Greg Bartalos and frames the discussion around AI, teaming and bridging the advice gap.
- David Chubak is Edward Jones’ head of wealth management and field management.
- The discussion covers how Edward Jones advisors are using artificial intelligence and technology.
- It also covers teaming as a way to build trust with clients and help them reach their goals.
- The episode is framed around AI, teaming and bridging the advice gap.
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