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Resilient Advisor Podcast

Resilient Advisor Podcast

Jay Coulter interviews Fernando San Martin about Hazel AI financial planning for advisors.

Jay Coulter interviews Fernando San Martin about Hazel AI financial planning for advisors.

How Financial Advisors Can Use Hazel AI for Financial Planning

The best way for a financial advisor to implement Hazel is to clean the CRM, connect the core systems, verify one representative household’s intelligent client profile, and run Hazel beside the firm’s existing planning software before changing the standard workflow.

Sep 178 min read

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