Rethink. The Financial Advisor Podcast - Episode 70: TradePMR's Product Vision for Advisors featuring Jon Patullo
Peering into the future from a product leader's perspective.
In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice. They cover everything from their service orientated model to support advisors to how AI is quickly accelerating. Jump in and learn how an industry insider sees advice today and where it’s headed.
They talk about:
Scale efficiency with open architecture
AI supporting Advisors
TradePMR’s acquisition by Robinhood and the future of human advice
Leveraging open APIs from vendors to drive innovation
The speed of AI and how if you don’t pay attention you will be left behind
And more
Resources:
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