Easy Ways Advisors Can Start Using AI Today

About this episode

Brendan Ryan and Gerald Gugger discuss the integration of AI in financial advising and its benefits.

In this episode of the Advisor Turntable Podcast, Brendan Ryan sits down with financial advisor and long-time friend, Gerald Gugger, to discuss why AI isn’t replacing financial advisors, but is quickly becoming a competitive advantage for those who choose to use it. They walk through how Gerald is already incorporating AI into his day-to-day practice — from simple prompts you can go use right now to an advisor-focused AI assistant integrated directly into his client workflow. The conversation...

People in this episode

Host: Brendan Ryan

Guest: Gerald Gugger

Topics covered

• AI
• financial advising
• technology in finance

Keywords

• competitive advantage
• AI assistant
• client workflow

Mentioned in this episode

Products: AI assistant

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