Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi

Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi24 Jul36 min

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<p>The post <a href="https://wealthtechtoday.com/2026/07/24/ep-353-human-ai-synergy-how-to-keep-advisors-front-and-center-with-spenser-segal-actifi/">Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>Meet Our Guests This episode features Spenser Segal, founder and CEO of ActiFi. In this conversation, Spenser and Craig dig into how Success Pro turns broad advisor goals into specific, executable business solutions, why Spenser sees AI note takers as a partner rather than a threat to advisor coaching platforms, the Human-AI Synergy framework from […]</p>