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Jason Pereira - The Future of AI in Wealth Management

Jason Pereira - The Future of AI in Wealth Management

FromStandard Deviations with Dr. Daniel Crosby


Jason Pereira - The Future of AI in Wealth Management

FromStandard Deviations with Dr. Daniel Crosby

ratings:
Length:
37 minutes
Released:
May 16, 2024
Format:
Podcast episode

Description

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?LinksJason Pereira on LinkedInJason Pereira on TwitterConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 0935-OAS-4/17/2024
Released:
May 16, 2024
Format:
Podcast episode

Titles in the series (100)

The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more. Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/ Standard Deviations is presented by Orion.