{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/62bb1f9c21e4cb00121193ed/64dfa25b96edf1001136fa40?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Stop forcing advisors to be technologists!  Featuring Marc Butler","description":"<h2>Is tech actually helping societal well-being?  </h2><p><br></p><p>With the recent release from Fidelity on how many 401k millionaires there are, and that the average account balance being just over 100k for over 45 million Americans and all the talk about AI in the wealth management space we were really keen to answer this question.  Join us as we speak with industry and fintech veteran, Marc Butler, who was doing wealth tech before it even had a name, as we chat about the the use and importance of tech when it comes to the financial well-being of society on a whole.</p><p><br></p><p><strong>In this episode Marc, Adam and Derek chat about:</strong></p><ul><li>The enormity of the underserved markets</li><li>401k millionaires (or lack there of), running out of money, and how tech can help advisors help more people</li><li>A boots-on-the-ground example of a potential retirement crisis for millions of people</li><li>Advisors don't sign up to become technologists</li><li>Is AI going to support or compete with Financial Advisors?</li><li>What will be the regulatory response to AI advice, written, data security?</li><li>What are the best use cases for GPT impact to advisors for now or in the future?</li><li>And more!</li></ul><p><br></p><p><strong>Resources:</strong></p><ul><li><a href=\"https://www.linkedin.com/in/marcbutler123/\" rel=\"noopener noreferrer\" target=\"_blank\">Connect with Marc Butler on LinkedIn</a></li><li><a href=\"https://marcrbutler.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Check out Marc Butler Consulting</a></li><li><a href=\"https://wealthmanagementgpt.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Learn more about Wealth Management GPT</a></li><li><a href=\"https://www.morningstar.com/news/marketwatch/20230817495/401k-and-ira-millionaires-jump-in-the-second-quarter-helped-by-steady-worker-contributions-but-it-might-not-last\" rel=\"noopener noreferrer\" target=\"_blank\">Fidelity report courtesy of Morningstar</a></li><li><a href=\"https://www.linkedin.com/company/rethinkfa/\" rel=\"noopener noreferrer\" target=\"_blank\">Follow RethinkFA on LinkedIn</a></li><li><a href=\"https://www.youtube.com/@conneqtor2000\" rel=\"noopener noreferrer\" target=\"_blank\">Listen to RethinkFA on YouTube Podcasts</a></li><li><a href=\"https://dwealth.news/category/podcasts/rethink-financial-advice-podcast/\" rel=\"noopener noreferrer\" target=\"_blank\">Find us on Digital Wealth News</a></li><li><a href=\"https://docs.google.com/forms/d/e/1FAIpQLSfxPxtYxTuhbiuV0xzBm9YJ7jlRWVAdaRejIwp_NHWJBNxZqw/viewform?usp=sf_link\" rel=\"noopener noreferrer\" target=\"_blank\">Apply to be a guest on the RethinkFA Think Tank</a></li></ul><p><br></p><p><strong>Connect With Adam Holt:</strong></p><ul><li><a href=\"https://bit.ly/3tykvJj\" rel=\"noopener noreferrer\" target=\"_blank\">Schedule an Asset-Map Demo</a></li><li><a href=\"https://www.asset-map.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Asset-Map&nbsp;</a></li><li><a href=\"https://www.linkedin.com/in/hadamholt/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Adam Holt</a></li><li><a href=\"https://www.linkedin.com/company/asset-map/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Asset-Map</a></li><li><a href=\"https://www.facebook.com/Asset-Mapcom-305328046167985/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook: Asset-Map</a></li><li><a href=\"https://twitter.com/asset_map\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Asset_Map</a></li></ul><p><br></p><p><strong>Connect With Derek Notman:</strong></p><ul><li>Schedule a <a href=\"https://www.couplr.ai/\" rel=\"noopener noreferrer\" target=\"_blank\">Couplr</a> demo</li><li><a href=\"https://www.linkedin.com/in/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Derek Notman</a></li><li><a href=\"https://www.linkedin.com/company/couplrai/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Couplr</a></li><li><a href=\"https://twitter.com/DerekNotmanCFP\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Derek Notman</a></li></ul>","author_name":"H. Adam Holt, CFP and Derek N.H. Notman, CFP"}