The Compound and Friends cover image

A Sit-Down with Rick Wurster, CEO of Charles Schwab

The Compound and Friends

00:00

AI's Impact on Client Experiences

Rick predicts agentic experiences, Wealth.com partnership, and delivering AI tools to advisors and clients.

Play episode from 36:18
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app