Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Jason Pereira - The Future of AI in Wealth Management
Manage episode 418494868 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Tune in to hear:
- What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field?
- What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?"
- Why is the developing world, on average, more optimistic about AI than the developed world? Will our pessimism in the west around AI hamper our ability to compete in the race for AI?
- How, practically, can advisors start implementing AI to better their practice?
- What are some of Jason’s favorite AI tools he has discovered?
- How good are current AI marketing tools and where could they improve?
- What does the deeply personal future of financial planning look like and how will AI augment our ability to build out bespoke approaches for each client?
- What are some of the first things that will be taken off advisors' plates by AI and what processes will remain firmly human-first?
- Will AI free us up to serve way more clients than we have previously?
- How should we think about the ethical piece of AI in a way that doesn’t totally stifle innovation?
Links
Connect with Us
Compliance Code: 0935-OAS-4/17/2024
290 episodes
Share
Manage episode 418494868 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Tune in to hear:
- What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field?
- What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?"
- Why is the developing world, on average, more optimistic about AI than the developed world? Will our pessimism in the west around AI hamper our ability to compete in the race for AI?
- How, practically, can advisors start implementing AI to better their practice?
- What are some of Jason’s favorite AI tools he has discovered?
- How good are current AI marketing tools and where could they improve?
- What does the deeply personal future of financial planning look like and how will AI augment our ability to build out bespoke approaches for each client?
- What are some of the first things that will be taken off advisors' plates by AI and what processes will remain firmly human-first?
- Will AI free us up to serve way more clients than we have previously?
- How should we think about the ethical piece of AI in a way that doesn’t totally stifle innovation?
Links
Connect with Us
Compliance Code: 0935-OAS-4/17/2024
290 episodes
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Similar to Standard Deviations with Dr. Daniel Crosby
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
Entrepreneur Inspiring Stories to Help Motivate, Build, & Grow Your Successful Business with a Master Class from Entrepreneurial Thought Leaders that tell it How It Is... Millionaire Interviews is actionable advice for the (future & present) Entrepreneur, Thought Leaders, Solopreneur, Youpreneur, and Small Business Owner. The host interviews Business Founders in the Product, Service, Real Estate, and Tech industries so they can teach you from their experience. Connect with other Listeners @ ...
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
How do I start an online business? How do I build a brand online? How do I get traffic and attention to my online business? The biggest question is, can I start a business online and replace my current JOB? Welcome to The Rock Your Brand podcast show where we answer ALL of these questions and a ton MORE! Scott Voelker, the host will share with you everything you need to know and help you to build a Future Proof Business that will allow you the ultimate Freedom. Scott shares tips and strategi ...
…
continue reading
Tempers fly as the newsmakers of the week face-off in this award-winning show. Anchored by Sanket Upadhyay, this weekly program has politicians battlling wits with a live audience.
…
continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
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