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Episode details

0:00 – Intro
7:27 – AI’s impact on the advice landscape and its potential to empower advisors and clients.
13:07 – Ethical use of AI in financial services.
20:20 – Using AI in software with privacy concerns.
23:18 – AI accuracy in financial advice and the importance of human oversight.
28:53 – AI-generated content and its limitations.
35:28 – AI tools for streamlining work processes.
40:10 – AI tools and resources for businesses.
44:28 – Using CoPilot for email and presentation feedback.
51:11 – The future of AI in the financial industry and its potential impact.
55:51 – Peita’s final thoughts.

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