Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice

Guest: Jason Pereira, Partner & Senior Financial Consultant at Woodgate Financial Inc. in Toronto. Jason is a financial planner, writer, speaker, teacher, and podcast host with 20 years of experience in finance, practice management, and fintech.

In a Nutshell: The rise of generative AI like ChatGPT, Bard, Midjourney, and Dall-E is creating a new series of challenges and opportunities for advisors. First-mover advisors, like Jason, are integrating this fast-moving technology into their practices so they can grow more profitably and free up more time for human-to-human interaction that no technology can ever replicate. Listen in as Jason and I discuss how you can take advantage of AI instead of being taken advantage of by AI.