Jason Pereira - The Future Of AI In Wealth Management Standard Deviations With Dr. Daniel Crosby podcast

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Standard Deviations with Dr. Daniel Crosby « »
Jason Pereira - The Future of AI in Wealth Management

7M ago 37:18

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内容由Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby提供。所有播客内容（包括剧集、图形和播客描述）均由 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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

… continue reading

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Jason Pereira - The Future of AI in Wealth Management

Standard Deviations with Dr. Daniel Crosby

235 subscribers

published 7M ago

分享

MP3•单集首页

内容由Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby提供。所有播客内容（包括剧集、图形和播客描述）均由 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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

… continue reading

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