2024 Playbook Series #1, Session #2: How To Employ AI in 2024-Slide handout

Slide handout

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The document provides details about a session titled "How To Employ AI in 2024" from the NAPFA 2023 event, which is a part of the Playbook Series on AI and Advisors. The session features a moderator, Summer Parry, and panelists Dan Solin, John O’Connell, and Justin Bolmgren. It covers topics like basic AI tools, maximizing tool usage, exploring new tools, prompts, and templates, followed by a Q&A session. Additionally, the document includes a list of recommended AI programs and tools such as Kajabi, Jasper, Microsoft Copilot, Claude, Pictory, Orion, Advisor Engine, Otter AI, Fathom, Consensus, Snipd, Dubsado, and Nitrogen Wealth. The upcoming session on April 24 will focus on the legal, compliance, and cybersecurity implications of AI in 2024. The NAPFA 2023 event aims to educate advisors on effectively utilizing AI technologies in their practices. Attendees are encouraged to participate in future sessions and utilize the resources provided for enhancing their understanding and implementation of AI in financial advisory services.

Keywords

NAPFA 2023 event

Playbook Series on AI and Advisors

How To Employ AI in 2024

Summer Parry

Dan Solin

John O’Connell

Justin Bolmgren

AI tools

recommended AI programs

legal compliance cybersecurity implications