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Episode details

0:00 – Intro
3:11 – An introduction to LivePreso, and using AI for personal and professional content creation.
7:29 – Using LivePreso to create interactive financial advice documents.
14:00 – Using LivePreso for financial planning presentations and tracking client engagement.
22:10 – Streamlining client review processes with automated templates and compliance content.
26:32 – Three-layer document creation process.
30:44 – Data security and integration.
37:04 – AI, client portal, and DocuSign integration.

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