Jason from Altruist delves into the transformative impact of AI on financial advisory work. He discusses how AI can handle a multitude of administrative tasks, enabling advisors to focus on creative and strategic aspects of their clients’ financial plans. Learn about the potential for AI to revolutionize client service, improve efficiency, and the importance of data ownership for future-proofing advisory practices.
Watch on YouTube: https://www.youtube.com/watch?v=8UtXuLI4G_Q
