Drew Seelig | How AI Helps Advisors Focus on What Matters Most

 

Advisorpedia talked with Drew Seelig, Senior Director, Global Wealth & Asset Management Solutions & Strategy of Salesforce, live at the 2024 Nitrogen Fearless Investing Summit in Nashville, Tennessee. 

Resources: Nitrogen | Salesforce

Related: Kevin Knull, CFP® | Boost Client Protection with Direct IRS Integration for Advisors