This AI Tool For Financial Advisors BLEW MY MIND Hazel AI

00:00 Introduction to Hazel AI
01:22 Streamline Financial's Experience with Hazel
02:47 What Hazel AI Does
05:51 Security and Privacy
08:43 Will Advisors Use CRMs Anymore?
15:44 Customizing AI To Your Firm
17:00 Using It To Increase Client Referrals
19:28 How Advisors Are Using Hazel AI
20:36 Financial Planning with Hazel
22:45 Increasing Advisor Value with Hazel AI
24:20 How We're Using It In Our Firm
27:25 What's Coming In The Next 12 Months
32:45 Getting Started with Hazel
35:52 Co-Creating the Future of WealthTech


Financial Advisors, Want to grow your advisory business? Go Here: https://www.streamlinemypractice.com/...