Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Jason Pereira - The Future of AI in Wealth Management
MP3•Pagina episodului
Manage episode 418494868 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Tune in to hear:
- What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field?
- What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?"
- Why is the developing world, on average, more optimistic about AI than the developed world? Will our pessimism in the west around AI hamper our ability to compete in the race for AI?
- How, practically, can advisors start implementing AI to better their practice?
- What are some of Jason’s favorite AI tools he has discovered?
- How good are current AI marketing tools and where could they improve?
- What does the deeply personal future of financial planning look like and how will AI augment our ability to build out bespoke approaches for each client?
- What are some of the first things that will be taken off advisors' plates by AI and what processes will remain firmly human-first?
- Will AI free us up to serve way more clients than we have previously?
- How should we think about the ethical piece of AI in a way that doesn’t totally stifle innovation?
Links
Connect with Us
Compliance Code: 0935-OAS-4/17/2024
309 episoade
MP3•Pagina episodului
Manage episode 418494868 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Tune in to hear:
- What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field?
- What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?"
- Why is the developing world, on average, more optimistic about AI than the developed world? Will our pessimism in the west around AI hamper our ability to compete in the race for AI?
- How, practically, can advisors start implementing AI to better their practice?
- What are some of Jason’s favorite AI tools he has discovered?
- How good are current AI marketing tools and where could they improve?
- What does the deeply personal future of financial planning look like and how will AI augment our ability to build out bespoke approaches for each client?
- What are some of the first things that will be taken off advisors' plates by AI and what processes will remain firmly human-first?
- Will AI free us up to serve way more clients than we have previously?
- How should we think about the ethical piece of AI in a way that doesn’t totally stifle innovation?
Links
Connect with Us
Compliance Code: 0935-OAS-4/17/2024
309 episoade
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