
78 - Summer Reset: Drift or Design?
TRAP: The Real Adviser Podcast
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AI and Technology in Financial Advisory
This chapter explores the transformative impact of AI tools in the financial advisory sector, particularly focusing on the integration of innovative solutions like Nitrogen's AI note-taking product. The discussion highlights the challenges faced by both small and large firms in adapting to this rapidly evolving tech landscape and the implications for compliance and data management. The conversation blends insights about technology with personal anecdotes, including a recap of a recent rugby match, making the analysis both engaging and relatable.
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