Notas del episodio
Discover how AI is transforming financial advice in this Simply Be Found Huddle with Alexander Harmsen — co-founder of Portfolio Pilot. This revolutionary platform offers personalized, secure, and SEC-compliant investment guidance tailored for everyday investors, small business owners, and even those brand new to finance.
🔑 Key Takeaways:
— What Portfolio Pilot is and who it’s for
— How AI delivers personalized financial advice
— Portfolio optimization based on your real data
— The trust problem with traditional advisors
— Why second opinions on your portfolio are essential
— How the system works with crypto, real estate, loans, stocks, etc.
— The tech and regulatory foundation behind the platform
🙏 Huge thanks to Alexander Harmsen for his insights into how AI can empower smarter, safer inve ...