Nov 18, 2024
In Episode 28 of the Jenesis Gems Podcast, Jenny welcomes Craig
Banning from Navwealth Financial Group for an insightful discussion
on "Innovating Financial Advisory: People, Technology, and AI in
Today's Landscape." Craig dives into the Navwealth approach,
sharing how their integrated model of financial advice is rooted in
core values, team culture, and a client-centred message.
Jenny and Craig also tackle the hot topic of technology and AI in
the advisory space. While technology is familiar territory, AI has
emerged as the new player—one with significant potential but
requiring thoughtful application. Craig shares how Navwealth
leverages technology while keeping human connection at the heart of
its client relationships.
This episode reinforces the importance of blending innovation with
authenticity. Craig’s insights into balancing cutting-edge tools
with a strong human touch provide valuable guidance for advisors
navigating today’s rapidly evolving landscape.
With over 30 years of experience, Navwealth Financial Group has
built a team of highly skilled advisors delivering comprehensive
financial advice across multiple business centres. Their integrated
approach is designed to guide clients intentionally through their
financial journey, helping them reach their goals with clarity and
purpose.
Tune in to discover what’s on the horizon for Navwealth and hear
Craig’s hidden gem advice for anyone starting out in financial
advice. This episode is packed with insights on building an
advisory business that balances innovation with a strong human
touch!