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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 22 in all, peaking in Aug 2026 with 5.
Appearances
Even pre-AI, we've been surveying clients.
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Asking them about what they find to be valuable about their relationship with PWL.
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There's some reducible stuff.
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It does save them time.
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They do get good advice.
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But the biggest thing that always comes up is trust and peace of mind.
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That's boil it down to.
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And those are irreducible.
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Like you can't replace it easily.
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We're living it.
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I'm I'm seeing exactly what you guys are talking about in practice.
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Can you talk a little bit more about what it's actually measuring and how you interpret the score?
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Is that just a token spend, the salary?
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We started this project three years ago.
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I was like, we need to write down every financial planning strategy that we might implement for a client at some point so we can make sure that we're aware of all those strategies.
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So we did that.
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But then more recently, what we've done now, because AI made this so much more interesting, is we wrote down the planning item, what specifically that means the advisor is reviewing, and then we wrote a paragraph explaining why it's important, how we review.
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view it, what it means for the clients and all that stuff.
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So now we have that for well over a hundred financial planning strategies or items.
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And we're using that now in conjunction with AI to help synthesize client meeting information and give people advice.
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Showing 1081–1100 of 5,943 · page 55 of 298
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