• TradePMR's Product Vision for Advisors featuring Jon Patullo

  • Jan 24 2025
  • Durée: 32 min
  • Podcast

TradePMR's Product Vision for Advisors featuring Jon Patullo

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  • Résumé

  • Peering into the future from a product leader's perspective.


    In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice. We cover everything from their service orientated model to support advisors to how AI is quickly accelerating. Jump in and learn how an industry insider sees advice today and where it’s headed.


    We talk about:


    • Scale efficiency with open architecture
    • AI supporting Advisors
    • TradePMR’s acquisition by Robinhood and the future of human advice
    • Leveraging open APIs from vendors to drive innovation
    • The speed of AI and how if you don’t pay attention you will be left behind
    • And more


    Resources:


    • Follow Jon Patullo on LinkedIn
    • Learn more about TradePMR RIA Custody Services
    • Follow RethinkFA on LinkedIn



    Connect With Adam Holt:


    • support@asset-map.com
    • Asset-Map
    • LinkedIn: Adam Holt
    • LinkedIn: Asset-Map
    • Facebook: Asset-Map
    • Twitter: Asset_Map
    • YouTube: Asset-Map


    Connect With Derek Notman:


    • Check out Couplr AI
    • LinkedIn: Derek Notman



    Hosted on Acast. See acast.com/privacy for more information.
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