{"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/6793a8b6ae8b037c91d8c5b2?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"TradePMR's Product Vision for Advisors featuring Jon Patullo","description":"<p>Peering into the future from a product leader's perspective.</p><p><br></p><p>In this episode, Adam Holt &amp; Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice.&nbsp; We cover everything from their service orientated model to support advisors to how AI is quickly accelerating.&nbsp; Jump in and learn how an industry insider sees advice today and where it’s headed.</p><p><br></p><p>We talk about:</p><p><br></p><ul><li>Scale efficiency with open architecture</li><li>AI supporting Advisors</li><li>TradePMR’s acquisition by Robinhood and the future of human advice</li><li>Leveraging open APIs from vendors to drive innovation</li><li>The speed of AI and how if you don’t pay attention you will be left behind</li><li>And more</li></ul><p><br></p><p><strong>Resources:</strong></p><p><br></p><ul><li><a href=\"https://www.linkedin.com/in/jon-patullo-tradepmr/\" rel=\"noopener noreferrer\" target=\"_blank\">Follow Jon Patullo on LinkedIn</a></li><li><a href=\"https://www.tradepmr.com/home\" rel=\"noopener noreferrer\" target=\"_blank\">Learn more about TradePMR RIA Custody Services</a></li><li><a href=\"https://www.linkedin.com/company/rethinkfa/\" rel=\"noopener noreferrer\" target=\"_blank\">Follow RethinkFA on LinkedIn</a></li></ul><p><br></p><p><br></p><p><strong>Connect With Adam Holt:</strong></p><p><br></p><ul><li><a href=\"mailto:support@asset-map.com\" rel=\"noopener noreferrer\" target=\"_blank\">support@asset-map.com</a>&nbsp;</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><li><a href=\"https://www.youtube.com/channel/UCzIhXGvI5YnL62TOQR4gcEA\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube: Asset-Map&nbsp;</a></li></ul><p><br></p><p><strong>Connect With Derek Notman:</strong></p><p><br></p><ul><li><a href=\"https://www.couplr.ai/\" rel=\"noopener noreferrer\" target=\"_blank\">Check out Couplr AI</a></li><li><a href=\"https://www.linkedin.com/in/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Derek Notman</a></li></ul><p><br></p>","author_name":"H. Adam Holt, CFP and Derek N.H. Notman, CFP"}