{"podcast":{"title":"The Angel Next Door","slug":"the-angel-next-door-4472392","podcast_index_feed_id":4472392,"rss_url":"https://feeds.simplecast.com/Ry2IhxtC","website_url":"https://the-angel-next-door.simplecast.com","image_url":"https://image.simplecastcdn.com/images/e75a6a02-3248-4aaf-a699-d47f20f99c68/8392ef84-ce86-4838-836d-4573b2859573/3000x3000/new-20podcast-20thumbnail.jpg?aid=rss_feed","author":"Marcia Dawood","episode_count":175,"summary":"The Angel Next Door podcast is a show about how people got started investing in startup companies. Hosted by Marcia Dawood, member of the SEC Small Business Capital Formation Advisory Committee and Chair Emeritus of the board of the Angel Capital Association, the professional organization of angel investors across the US and globally. If you want to see change in the world you have to create it, invest in it or be it! Tune in to hear stories of what angel investing is, who does it and why!","last_synced_at":null,"page_url":"https://stenobird.com/podcast/the-angel-next-door-4472392"},"episode":{"title":"Bridging Human Connection and AI in Wealth Management with Carrie Nelson","slug":"bridging-human-connection-and-ai-in-wealth-management-with-carrie-nelson","published_at":"2026-04-30T11:00:00+00:00","page_url":"https://stenobird.com/podcast/the-angel-next-door-4472392/bridging-human-connection-and-ai-in-wealth-management-with-carrie-nelson","show_page_url":"https://stenobird.com/podcast/the-angel-next-door-4472392","url":"https://the-angel-next-door.simplecast.com/episodes/bridging-human-connection-and-ai-in-wealth-management-with-carrie-nelson-_EHb0c5p","audio_url":"https://cdn.simplecast.com/media/audio/transcoded/4c20d7e5-44f6-41cc-a977-2598a0765e16/82a63201-51be-4f68-b610-6c0b3a1ef019/episodes/audio/group/51f8ed01-ea94-450b-897c-8d519d6c26bf/group-item/3f9fcf75-9186-4c25-9f1e-afe72f4d1d8d/128_default_tc.mp3?aid=rss_feed&feed=Ry2IhxtC","summary":"How will artificial intelligence transform the most human parts of wealth management? In this episode, we explore where technology meets empathy, and what the future looks like for financial professionals and their clients as AI adoption accelerates across the industry. Our guest, Carrie Nelson, is the founder of Atlas Point and a veteran leader with experience at Ernst & Young, Experian, and Edward Jones. Carrie shares her journey from big-firm consulting to building a platform that empowers advisors to navigate a rapidly changing landscape, with a focus on the coming great wealth transfer and the next generation of clients. Together, we discuss why human connection is still essential—even as AI creates new efficiencies—and how Atlas Point blends behavioral science and smart tools to bridge the gap. For anyone interested in the future of finance, entrepreneurship, or the emotional side of money, this is a must-listen episode filled with real-world stories and actionable insights.","meta_description":"How will artificial intelligence transform the most human parts of wealth management? In this episode, we explore where technology meets empathy, and what…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1927,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-angel-next-door-4472392/episodes/bridging-human-connection-and-ai-in-wealth-management-with-carrie-nelson/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-angel-next-door-4472392/bridging-human-connection-and-ai-in-wealth-management-with-carrie-nelson.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}