How Financial Advisors Can Help Clients Understand What is Actually Happening in Their Portfolios
“We’re not just translating numbers. We’re giving advisors the language to delivery real, human conversations at scale.”
In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Justin Whitehead to explore how Pebble is helping financial advisors deliver high-quality, human conversations at scale—without drowning in compliance or complexity.
This is not your average “AI in finance” conversation. It’s practical, insightful—and deeply relevant to the future of wealth management.
We cover—
✅ AI-powered insights that actually make sense to clients
✅ Personalized commentary based on real-world events
✅ Content and communication support that strengthens trust
✅ All built with compliance and scalability in mind
