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Episode details

0:00 – Intro
5:11 – Using tech to improve financial planning and advice.
12:19 – The challenges of managing advice tech stacks.
16:30 – Consolidating multiple software systems for a small practice.
27:52 – AI implementation challenges and best practices for businesses.
32:16 – Cybersecurity and AI implementation in businesses, with a focus on training, password management, and data sharing.

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