About this episode

The episode discusses the evolution of AI in advisory practices, emphasizing its potential beyond basic tasks like note-taking.

If you think AI in your advisory practice means meeting notes, follow-up emails, and asking ChatGPT to write something for you, we need to talk. Because what AI can do inside of an advisory practice has changed dramatically—and I think most of us are still thinking way too small. AI for financial advisors has moved far beyond note-taking, meeting summaries, and drafting follow-up emails. In this episode, I’m joined by Gabe to explore the next evolution: agentic AI and what it looks like when ...

People in this episode

Host: Libby Greiwe

Guest: Gabe

Topics covered

• AI in advisory practice
• agentic AI
• financial advisors
• business efficiency
• technology in finance

Keywords

• AI
• financial advisors
• business efficiency
• technology
• agentic AI

Mentioned in this episode

Organizations: ChatGPT

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