Mitlin Money Mindset®
Technology and Human Connection in Financial Services with Dani Fava
Key Takeaways
- Her origin story in FinTech, beginning with automating tasks as a single mother navigating Wall Street
- The distinction between artificial intelligence and traditional programming, highlighting AI's decision-making capabilities
- How AI is already integrated into daily life and its potential for enhancing client-advisor communication
- Strategies for advisors to use AI tools for improved task management, client interactions, and personalized services
- The role of empathy and human connection in the financial advisory profession as technology continues to advance
Meet the Guest
Dani Fava
Dani Fava serves the pivotal role of Chief Strategy Officer at Carson Group, wielding over two decades of experience in wealth management to drive our strategic direction. Charged with enhancing the client experience through differentiated products and services, Dani's leadership is instrumental in shaping innovative growth strategies and advancing the industry on financial advice and the use of AI. Before joining Carson Group, Dani held influential positions at Envestnet and TD Ameritrade, where she spearheaded initiatives such as digital onboarding, strategic partnerships, and AI integration. Her impact and forward-thinking vision earned her a spot on FinTech Magazine's Top 100 Women in Finance, InvestmentNews' Women to Watch and ThinkAdvisor's 2020 IA25, underscoring her status as a trailblazer in wealth management innovation.
Show Notes
How can technology improve financial services without losing the essential human connection?
Dani Fava offers her knowledge and vision for a future where innovation meets empathy.
In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Dani Fava, Chief Strategy Officer at Carson Group, about the evolving role of technology in financial services. Dani shares her journey into FinTech, the importance of leveraging AI to assist advisors, and how human connection will remain at the core of client relationships.
Resources
Learn more about Larry Sprung's book, "Financial Planning Made Personal."
The JOY and Productivity Journal by Lawrence Sprung
JOYful Finances for Couples
About the Podcast
Welcome to Mitlin Money Mindset®️! With your host, Larry Sprung, CFP®️, Founder and Wealth Advisor at Mitlin Financial Inc®️. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey.
Each week, he’ll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don’t just talk about money; we celebrate it as a catalyst for JOY and possibility. Whether you’re saving for the future, planning your next big adventure, or just looking to add some spark to your daily money management, you’re in the right place.
We hope you enJOY these conversations as much as Larry enJOYed having them. And remember to ask yourself, what did you do today that brought you joy?®️