Jason Pereira - The Future of AI in Wealth Management

Standard Deviations with Dr. Daniel Crosby

Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

7M ago 37:18

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?

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309 에피소드

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published 7M ago