Listen now to learn:

00:00 – Intro:

02:35 – What Is Generative AI (Really)?

06:04 – Compliance Concerns & Data Privacy:

14:20 – Can You Trust AI to Run Your Practice?

18:09 – Data Is the New Asset Class:

22:19 – Trust, Credibility & the Human Factor:

27:11 – The Future of Work in Financial Services:

31:05 – Final Thoughts: Trust But Verify:

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Chapters:

00:00 – Intro

01:03 – Lessons from 250 Episodes

22:54 – The Mythbuster Mentality

23:26 – Authenticity, Evolution, and Advisor Education

31:29 – Keep It Fresh

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/