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.
To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not
You can't out AI, AI. So embrace it 100% then quadruple down on what AI cannot be.
Leveraging AI to Automate 30 – 40% of Your Mundane Tasks
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.