It seems like professionals in every industry are looking into ways that new AI technology can help improve their businesses. While AI hasn’t turned against humankind yet (as far as we know), it’s still too early to trust it with managing your investments and financial portfolio. But that doesn’t mean your financial advisor can’t use ChatGPT and other AI tools to your benefit.

In this episode of Capital Conversations, CERTIFIED FINANCIAL PLANNER™ professional Colin Day and Accredited Investment Fiduciary (AIF®) John Biedenstein discuss how financial advisors have started using AI to make their offices more productive, which in turn allows them to better serve their clients.

Correct Capital⁠⁠⁠ is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

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Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.