Lindsey Lewis Discusses AI in Financial Services
In the article, Lewis, who is chair of the American College Center for Women in Financial Services, discusses the rapid growth of artificial intelligence (AI) and how certain tools that leverage AI can be used by financial advisors to promote efficiency and enhance overall client experience.
Lewis also shares several specific examples of AI tools advisors can use to create video content in 2023 and beyond, as well as use cases for each tool, and benefits advisors can reap by using these programs.
Read on to learn more about this topic as Lewis educates readers with several effective tips and tricks for using AI in their workplace.
Author
Subscribe to Newsletter
Related Posts
Key Insights for Informed Retirement Decisions
Shares: Actualizing a Dream

In this episode of our Shares podcast, host Eric Ludwig, PhD, CFP® is joined by his own martial arts instructor, small business owner, and actor Mike Moh – perhaps best known for his turn as legendary actor and martial artist Bruce Lee in Quentin Tarantino’s 2019 film Once Upon a Time in Hollywood. Moh details the challenges and triumphs of pursuing his acting goals and building a business based on community, as well as what financial professionals can take away from his journey to apply to their own career endeavors.
Mike Moh is an actor and the founder of LVLUP Martial Arts in Waunakee, WI. Mike grew up in St. Paul, MN. He was inspired by one of his heroes, Jackie Chan, while working as a stuntman in Hong Kong on the film “Robin-B-Hood” to pursue a career in acting. He relocated to Los Angeles and landed roles in numerous commercials, TV shows, and films like
“Street Fighter: Assassin's Fist,” widely considered the best film adaptation of a video game. After nearly a decade in LA, he relocated his family back to the Midwest in 2013 to open his own martial arts studio while still booking roles on prime-time shows like FOX's “Empire” and ABC's “Marvel's Inhumans.” Moh continues his martial arts training daily and holds the rank of 6th Degree Black Belt in Songahm Taekwondo. In November 2022, he was bestowed the title of Master Instructor.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
Author
Subscribe to Newsletter
Related Posts
WEBCAST: AdviceTech & AI - Beyond Fiduciary Duty
College News Roundup Week of March 25 2024
Financial Advisor | Building And Leading Gender-Diverse Teams
March 27, 2024
Lindsey Lewis, CFP®, ChFC®, director and chair of the American College Center for Women in Financial Services, joins Kaylee Ranck, PhD, The College’s director of research, in writing about the importance of gender diversity on teams in the financial services industry and beyond in recognition of Women’s History Month.
Social Security Matters | Breaking Barriers: Celebrating Women’s Vital Roles as Disability Advocates
March 29, 2024
Joellen Meckley, JD, MHS, ChSNC®, executive director of the American College Center for Special Needs and the Center for Women in Financial Services, writes on the government’s Social Security Administration blog the benefits available to assist both those with special needs and their caregivers – many of whom are women.
Author
Subscribe to Newsletter
Related Posts
WEBCAST: The Building Blocks of Belonging
Author
Subscribe to Newsletter
Related Posts
WEBCAST: Three Reasons while the DOL Rule Could Force You to Become a Fiduciary
College News Roundup Week of March 18 2024
Financial Advisor | Five Key Questions For Ensuring Responsible AI In Financial Services
March 22, 2024
Azish Filabi, JD, MA, executive director of the American College Center for Ethics in Financial Services, along with Neeraja Rasmussen of Spyglaz, explore how artificial intelligence (AI) is reshaping the financial services profession and potential ethical questions companies will need to address.