Explore how fintech and AI expand access to personalized financial guidance, regardless of wealth level, and why human connection is vital in the age of AI with Connective CEO Ian Rosen.
00:00 Introduction
02:49 The Gaps in Financial Education and Advisory Services
09:08 Building Trust in Financial Services
13:03 Addressing Financial Anxiety and Health
14:37 The Journey to Founding Connective
23:08 The Future of Human Connection in Wealth Management
31:36 The Ripple Effect of Financial Support
32:31 The Need for Financial Professionals
42:24 Trend or Fad?
