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Episode details

0:00 – Intro
5:48 – An introduction to AdviceGPT and Finley.
7:25 – Using AI to enhance financial advice.
12:08 – Shaping the future of the advice industry with AI.
17:55 – Development and user feedback.
28:58 – How AdviceGPT works for advisors.
33:05 – Simplifying financial advice for clients.
38:47 – Using AI to enhance client engagement.
44:26 – AI’s future potential in financial advice.
48:52 – AI hand in efficiency and technology adoption.
56:22 – Peita’s final thoughts on AdviceGPT.



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