Ask The Compound

How Do I Invest in Stocks at All-Time Highs?

Dec 11, 2024
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INSIGHT

AI's Role in Financial Advice

  • AI will enhance financial advisors' efficiency, not replace them.
  • It will automate tasks like client follow-up and paperwork.
ANECDOTE

Human Touch in Planning

  • Josh Brown used a human travel agent for a trip, valuing personalized service.
  • He believes complex financial decisions will still require human advisors, despite AI advancements.
INSIGHT

Firm-Specific GPTs

  • Financial firms will likely develop custom GPTs to leverage existing content.
  • These GPTs could provide advisors and clients with insights based on past podcasts and blog posts.
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