Significance of Wealth Podcast Ep. 20 | The AI Factor in Wealth Management and Leadership скачать в хорошем качестве

Significance of Wealth Podcast Ep. 20 | The AI Factor in Wealth Management and Leadership

Artificial intelligence is advancing faster than anyone imagined and it is reshaping how leaders, entrepreneurs, and wealth managers think about growth, personalization, and long-term value. In this episode of Significance of Wealth, Tom Ruggie, Founder and CEO of Destiny Family Office, speaks with Asha Saxena. Asha is a globally recognized leader in technology, data science, and AI; Columbia University professor; and author of The AI Factor and The AI Factor Workbook. They explore how to harness AI responsibly and strategically, drawing lessons from past technological revolutions while preparing for the opportunities and challenges ahead. Timestamps 00:00 – Introduction 01:00 – Meet Asha Saxena: background and journey in tech and AI 05:00 – How fast is AI evolving compared to past revolutions 08:30 – Applying AI frameworks: the AI Factor and AI Flywheel 16:00 – Where AI creates opportunities in wealth management 20:30 – The risk of FOMO: staying focused with clarity and purpose 23:00 – Culture, adoption, and what separates successful AI leaders 24:45 – AI’s impact on education and the next generation 28:30 – Workforce transformation: digital humans and human upgrades 33:00 – The biggest AI disruptors of the next five years 36:15 – Responsible leadership and building a fair digital world 37:40 – Asha’s closing thoughts and resources 38:20 – Wrap-up and disclosures The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at www.destinyfamilyoffice.com/disclosures.