Jason Pereira - The Future of AI in Wealth Management

Standard Deviations with Dr. Daniel Crosby

Nội dung được cung cấp bởi Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

4M ago 37:18

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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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