Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
Advice Tech
01:36 • 3min
Is It Better to Use Best of Breed or a Franchise?
04:08 • 3min
The Challenges of Integration
07:16 • 3min
Is the QAR Really Relaxing?
09:49 • 3min
Is the Look Back Guaranteed to Never Come Back?
12:23 • 3min
Chat GPT
15:08 • 5min
Is It Possible to Use Artificial Intelligence to Query Clients?
19:54 • 3min
Building a Website Using AI
23:21 • 3min
The Most Unsexy Answer
26:29 • 3min
Do You Have Prejudices About All These Tools?
29:20 • 2min
The Black for 2023 in Advice Tech Is Client Portals
31:11 • 5min
The Client Portal Is a Virtual Hub
36:39 • 2min
Email Does Suck. It's Just Everything
38:37 • 2min
Do Not Build Your Own Client Portal
40:35 • 3min