Hyper-personalization without baked-in compliance is why generic chatbots and GPT wrappers are a tricky alternative for fiduciary advisors..
Are financial advisors ready for AI co-pilots? ? This week’s WealthTech on Deck podcast guest thinks so. He’s staking his business venture on it. ? Jonathan Michael, the founder and CEO of Wealth I/O, joined host Jack Sharry to describe his company’s AI-enabled marketing tools for financial advisors that will help them “start to act like super advisors.” ? Listen to Michael describe the “financial lead magnets” and other services his company offers and where he thinks AI is headed. ? https://lnkd.in/eE7T3Urh