S9E2 AI v VA
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S9E2 AI v VA
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Putting aside their avowed determination to stop talking about AI, this week Jordan and Nathan explore the growing role AI is playing in adviser businesses. The rapid escalation of AI's position in advice reminds them both of the way hiring Virtual Assistants (VAs) took off in the mid 2010s.
They're particularly interested in the overlap between the different options advisers face to grow their business.
But before we can even discuss that - it's key to define just what problems you're trying to solve.
Throw in some ranting, existential dread and Jordan's admission about what he's doing on public footpaths, and it makes for a pretty standard episode of CTS...
Nathan:
advice@nathanfradley.com.au
www.nathanfradley.com.au
Jordan:
jordan@planningsolo.com.au
www.planningsolo.com.au
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.