Posted 2/1/2024, 4:45:00 PM
Advisors Should Embrace AI Tools Like ChatGPT to Boost Efficiency, But With Careful Governance
- AI tools like ChatGPT assistants, Chat2course for content creation, and Perplexity for searches can help advisors be more efficient.
- We're only in "Act 1" of AI tech - it's still being developed to solve problems. Advisors should embrace it.
- AI crypto trading tools are emerging but still in early stages, so advisors should learn these tools.
- Set up a governance model to integrate AI tools into your practice ethically and effectively.
- Regularly evaluate AI tools to ensure they meet your business objectives and comply with regulations.