Benjamin Felix

speaker
5,943 appearances 22 recordings 1 series first heard Apr 2026 last heard 4d ago

Benjamin Felix’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
5 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 22 in all, peaking in Aug 2026 with 5.

Appearances

newest first · ▶ plays the moment
Mike, w what did your first experience with an AI coworker teach you? podcast-host
Mike, you had that moment of panic about the twenty five percent workforce reduction, but you guys have thought about this a lot since then. podcast-host
And we didn't tell you we were gonna ask you this question, but I'm I'm just curious. podcast-host
And I know you're not labor economists. podcast-host
Do you guys still worry about massive workforce decline because of AI? podcast-host
So interesting. podcast-host
So you're saying don't focus on headcount and looking at can we reduce headcount? podcast-host
Look at the tasks that people are actually doing, see where AI can add value and where humans are most valuable. podcast-host
So following from that, do you think companies cutting headcount to save costs are putting themselves at a disadvantage long term as opposed to upskilling their employees? podcast-host
I think you guys both touched on this a little bit in what each of you were just speaking about, but can you talk about why you need a framework for managing that relationship between humans and AI? podcast-host
I don't know if you guys have looked at our business yet, but to make it more tangible for listeners, if we think about a wealth manager or financial planner job, what would be some examples of irreducible and reducible skills? podcast-host
We're living this. podcast-host
One of the reasons I'm excited to be talking to you guys is that we are doing it. podcast-host
Braden from our team was out there visiting you guys as part of this AI transformation program within One Digital, and he's come back and he's building things that are doing exactly what you just described, Mike, making it where what used to take hours to prepare for a client meeting can now be done in minutes and can generate new insights that we could not have generated before. podcast-host
That's the key. podcast-host
Using a combination of basically podcast-host
Proprietary database of financial planning strategy descriptions that we've created paired with transcripts from client meeting notes that can now spit out suggestions about what we should be doing for a client. podcast-host
So this is stuff that we were doing before, but now it can be done in minutes or seconds as opposed to hours, exactly as you just described. podcast-host
It lets us focus on the stuff that matters and this is what's so interesting. podcast-host
Focus on the stuff that matters to the client. podcast-host
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