Embracing Technology in Financial Advising With Panos Leledakis

NAIFA's Advisor Today Podcast Series

Panos Leledakis, a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry. As a NAIFA member and a keynote speaker, Panos is committed to helping advisors implement technology into their practices to enhance productivity and service. He invented two software platforms for insurance needs analysis, which received innovation awards from organizations like MIT and the Chamber of Industrialists in Cyprus.

In this episode…

When the fast-paced world of technology intersects with the stability of traditional finance, what does it take to keep up with the industry? Outdated methods may be holding you back from providing personalized services in today’s digital landscape. How can financial advisors leverage innovative tools to transform the status quo?

As a visionary harnessing technology to redefine his financial advising practice, Panos Leledakis maintains that embracing change can lead to exponential growth. Financial advisors can experiment with AI and other emerging tech tools to enhance client meetings and manage portfolios. By refining AI prompts consistently and exploring new avenues for efficiency, you can ensure ongoing relevance and relentless innovation in the financial services industry.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Panos Leledakis to talk about using technology to transform your financial advisory practice. Panos explains how AI and NFC can streamline client communications, the importance of mindset and strategy when adopting technology in your practice, and why being a part of professional associations like NAIFA is crucial for advisors.