Tag: AI
The AI Revolution and the Future of Wealth Management (Ep. 90)

The AI Revolution and the Future of Wealth Management (Ep. 90)

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The financial industry is transforming at breakneck speed—are you ready for what’s next?

Fresh from the Future Proof Conference in Huntington Beach, where over 4,500 professionals converged to discuss the future of finance and technology, in this episode of Smart. Money. Simplified, Brent Mekosh explores the most important insights shaping the industry. Discover how AI is revolutionizing financial services, creating new efficiencies, and changing the way advisors serve their clients. 

Brent explores the practical steps advisors can take to leverage AI for stronger client relationships, why organic growth still outshines acquisitions, and how to prepare for the Great Wealth Transfer that will redefine wealth management.

Key Highlights:

  • How AI is revolutionizing the financial services industry — and what it means for your business
  • Practical ways to use AI to enhance client relationships and maximize efficiency
  • Why organic growth still matters more than acquisitions in the financial industry
  • Preparing your firm for the Great Wealth Transfer and its ripple effect on financial services
  • The importance of balancing work and family while building a client-centered business
  • Actionable strategies to prepare your firm for the future of finance
  • And more!

Connect with Brent Mekosh:

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Revolutionizing Finance: How AI is Shaping Investment Strategies with Ravi Koka (Ep. 88)

Revolutionizing Finance: How AI is Shaping Investment Strategies with Ravi Koka (Ep. 88)

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AI has exploded into our lives, moving from theoretical to practical applications in record time. 

Remember the days when Siri was clunky and unreliable? Now, AI tools like ChatGPT are seamlessly integrated into our workflows, offering unprecedented capabilities.

This week on Smart. Money. Simplified, Brent Mekosh dives into the world of artificial intelligence with serial entrepreneur Ravi Koka, founder and CEO of Stocksnips. Together, they explore the seismic shifts AI is causing in finance and beyond, including its role in revolutionizing investment strategies and market behaviors. 

Talking points include:

  • The history and resurgence of AI and the exponential growth in computing power
  • The practical applications of AI in natural language processing and investment strategies
  • The creation and success of the Stocksnips ETF and its reliance on AI-generated investor sentiment
  • The potential risks and ethical considerations surrounding AI technologies
  • And more!

Connect with Ravi Koka:

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About Our Guest:

Over the last 20 years, Ravi Koka has focused his research on simplifying the building and maintenance of enterprise applications. During this time, he played a key role in leading the research and development of various tools and methods for the incremental transformation of legacy systems. More recently, Ravi has led research on implementing Service-Oriented Business Applications and collaborated with several large Fortune 1000 enterprises to implement applications at significantly lower costs than traditional methods. His current research areas include digital transformation, microservices design, and AI applications.

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Episode 80 Special: Leveraging AI to Transform Public Safety with Oracle’s Steve Seoane

Episode 80 Special: Leveraging AI to Transform Public Safety with Oracle’s Steve Seoane

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Are you curious about how technology is revolutionizing public safety and law enforcement?

In this milestone episode, Brent Mekosh welcomes Steve Seoane, Senior Vice President and General Manager of Oracle State and Local Government, to discuss the evolving landscape of public safety technology. 

They explore the challenges experienced by law enforcement, the advancements made by Oracle, and the vision for a more efficient and effective public safety system.

Talking points include:

  • Introduction to public safety challenges and the role of technology in addressing these issues
  • Steve’s career journey from the Naval Academy to leading Oracle’s public safety solutions
  • The implementation and benefits of real-time data and AI in law enforcement
  • The future vision of public safety with drones, real-time situational awareness, and advanced command center
  • And more!

Resources:

Connect with Steve Seoane:

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About Our Guest:

Steve Seoane is senior vice president and general manager of Oracle’s State and Local business unit.  He is responsible for leading a worldwide team in sales, services, product development, R&D, industry strategy, marketing, and support for mission-critical applications and services designed for local government.

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2023 Debrief and Expectations for 2024 with Brent Mekosh and Bill Tucker (Ep. 65)

2023 Debrief and Expectations for 2024 with Brent Mekosh and Bill Tucker (Ep. 65)

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2023 has been a remarkably eventful year, marked by dynamic shifts in financial markets, economic events, and political developments.

Join Brent Mekosh as he shares his insights into the key highlights of this period, including crucial conversations taking place among clients. 

What’s to come for 2024?

Brent shares his outlook, too!

Brent discusses:

  • Recent trends in equities, fixed income, inflation, and interest rates
  • How the debt refinancing in 2024 may impact the Fed’s actions
  • The potential impact of AI on society moving forward
  • A critical look at the traditional college education system and student loan policies
  • And more!

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What You Should Know About Artificial Intelligence (AI) Part 2 With David Martin (Ep. 10)

What You Should Know About Artificial Intelligence (AI) Part 2 With David Martin (Ep. 10)

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While improvements in technology create opportunities for many people, adverse reactions are equally abundant. From fear of competitors to transforming medical technology into recreational tools, there is a reality to accept when talking about artificial intelligence.

In this episode, Brent Mekosh and David Martin, founder, and president of Fantasy Interactive, continue their conversation on Artificial Intelligence (AI). They dive back into AI technology, discussing the current applications of technology and how advancement will change our interactions within the medical and entertainment fields. David shares examples of his interactions with virtual reality, and why AI technology advancements will move into recreational use.

David discusses:

  • What cybersecurity is from a technical standpoint
  • The perceived threat from competitors’ advancements in technology
  • How virtual reality provides opportunities for experiences
  • Why advancement in medical technology will also advance recreational opportunities
  • And more

Resources:

  • What You Should Know About Artificial Intelligence (AI)  with David Martin (Ep. 9)

Connect with David Martin:

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About Our Guest:

David Martin is the president and founder of Fantasy Interactive. Fantasy is a human-centered product innovation team that ships premium products and ecosystems for the world’s biggest.

Since launching the company in 1999, David has worked with some of the world’s most important companies, including Netflix, X-Box, Google, Facebook, Twitter, Spotify, MTV Ford, Samsung, Tinder, and Masterclass.  

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What You Should Know About Artificial Intelligence (AI) with David Martin (Ep. 9)

What You Should Know About Artificial Intelligence (AI) with David Martin (Ep. 9)

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We’ve all seen or heard of at least one rogue artificial intelligence movie, where the main character rises and stops the machines from taking over or destroying humanity. 

But the reality of the technology is a little different from the silver screen. 

In this episode, Brent Mekosh sits down with the founder and president of Fantasy Interactive, David Martin. David shares his experience in the digital world, what current AI looks and acts like, and what the future holds for the technology. 

He also reveals the importance of a democratic system established to maintain the morality and ethics of technology and the value of including such aspects in future advanced AI technologies.

David discusses:

  • Artificial intelligence technology outside of movies
  • The struggles of morality as technology evolves
  • What you should know about Artificial Super Intelligence (ASI)
  • How humanity evolves as technology takes over jobs
  • And more!

Resources:

Connect with David Martin:

Connect with Brent Mekosh:

About Our Guest:

David Martin is the president and founder of Fantasy Interactive. Fantasy is a human-centered product innovation team that ships premium products and ecosystems for the world’s biggest.

Since launching the company in 1999, David has worked with some of the world’s most important companies, including Netflix, X-Box, Google, Facebook, Twitter, Spotify, MTV Ford, Samsung, Tinder, and Masterclass.  

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