Connected - A podcast by Dynamic Planner

Embracing AI in the Advice Industry


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Technology innovation is transforming the advice industry, particularly through AI. AI enhances efficiency, product development, compliance, and client interactions. While discussing the risks of AI, the importance of human oversight is emphasized. Advisors are urged to adopt AI while preserving personal client relationships. The conversation wraps up with thoughts on the future of AI in the industry and the critical need for trust in AI vendors.

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Connected - A podcast by Dynamic PlannerBy Dynamic Planner