Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice
Jason Pereira and I discuss how financial advisors can take advantage of AI instead of being taken advantage of by AI.
Jason Pereira and I discuss how financial advisors can take advantage of AI instead of being taken advantage of by AI.
You can't out AI, AI. So embrace it 100% then quadruple down on what AI cannot be.
Matt Reiner discusses how AI can do things human advisors don't need to be doing so that we can focus on things AI can't do.