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4min chapter
212: The Meeting Notes Hack That Will Change Your Life
The Efficient Advisor: Tactical Business Advice for Financial Planners
Harnessing AI for Enhanced Client Engagement and Risk Management
This chapter explores how AI is transforming client interactions and portfolio creation in financial planning by promoting a more flexible, personality-driven approach. It also addresses the security risks associated with different data types and highlights the importance of client confidentiality and privacy.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode