In this episode,  "AI: The Impact for Financial Professionals," we’ll dive deep into the transformative power of artificial intelligence in the financial industry.

Joining us  is Jonathan Michael, the Founder and CEO of Wealth I/O,  and together we’ll explore how AI is reshaping the landscape for investment advisors and independent insurance agents and  revolutionizing the way they connect with clients and unlock new opportunities.

Wealth I/O is a full marketing stack built with generative AI, essentially a wealth management marketing technology that  empowers  financial advisors, wealth advisors, registered investment advisor firms, insurance marketing organizations, and insurance agents to serve more American households than ever before.

Only 29% of American households have worked with a financial advisor while the need for sound financial planning & insurance coverage keeps increasing. WEALTH I/O exists to enable scale for financial professionals in a way that the industry has been unable to do.

Guest: Jonathan Michael
Founder, CEO Wealth I/O, https://www.wealthio.com
Linkedin: https://www.linkedin.com/in/jmjonathanmichael

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About:
The Startup Journey podcast is dedicated to spotlighting the journeys and insights of tech founders and investors shaping Web3. Guests of The Startup Voyage podcast join a world of industry leaders, startup visionaries, and seasoned investors who share valuable lessons, stories, and advice to inspire and empower a global community of tech founders.​

We take a journalistic / reality show concept to ignite conversations that empower the next generation of disruptors. Join us as we dive deep into the dynamic world of technology, unraveling success stories, industry trends, and game-changing innovations.