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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.

2023-06-13T14:56:27-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice

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.

2023-05-16T11:09:33-05:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not