Explore how fintech and AI expand access to personalized financial guidance, regardless of wealth level, and why human connection is vital in the age of AI with Connective CEO Ian Rosen.

00:00 Introduction

02:49 The Gaps in Financial Education and Advisory Services

09:08 Building Trust in Financial Services

13:03 Addressing Financial Anxiety and Health

14:37 The Journey to Founding Connective

23:08 The Future of Human Connection in Wealth Management

31:36 The Ripple Effect of Financial Support

32:31 The Need for Financial Professionals

42:24 Trend or Fad?

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