Brookstone Inspire 2025:
AI & the Future of Financial Advising


Hello Brookstone colleagues, partners, & friends!
AI took notes for me as I presented the AI & the Future of Financial Advising keynote with all of you this week! Here are  those notes. I hope they help you on your AI journey. Below you’ll find a few things which may be helpful:

– a downloadable PDF SUMMARY of the most important slides
– the
AI NOTES from our talk transcribed by Otter.ai

Thank you so much for allowing me to share my thoughts on AI with you!
Please let me know how I can be helpful in the future!
Dan

Dan Chuparkoff smiling and looking upwards, wearing a black Google t-shirt and a blue hoodie with a white fleece lining.

Dan Chuparkoff

A.I. & Innovation Keynote Speaker
CEO, Reinvention Labs
AI Educator & Innovation Expert from
Google, McKinsey, & Atlassian

PDF SUMMARY of key slides

This “Slide Cheatsheet” was customized for your specific talk. It’s designed to help audience-members like you, by wrapping my AI & the Future of Everything keynote into an easy-to-skim, easy-to-share, or easy-to-print resource for future reference.

Download the 3 page
high-resolution PDF here:

Download

Hope you find it helpful!

AI NOTES from Dan’s Keynote

*These notes were created automatically by Otter.ai. Transcription errors or mistakes have not been fixed
in order to demonstrate the current state of AI notes.


Summary

Dan Chuparkoff discussed the transformative power of AI, emphasizing its rapid evolution and practical applications. He highlighted the importance of understanding AI's capabilities and limitations, using ChatGPT as an example. Chuparkoff shared his personal journey from a troubled youth to a leadership role at Google, underscoring the impact of technology on work. He detailed AI's role in enhancing productivity, particularly in communication and problem-solving, and stressed the need for human oversight to ensure AI's outputs are accurate. He also introduced AI's potential in global collaboration through real-time translation, predicting significant changes in how work is done and communicated.

Action Items

[ ] Ask ChatGPT about 10 ways AI is changing the work of financial advisors in the US.

[ ] Experiment with using AI assistants like ChatGPT, Copilot, Claude, or Gemini to help with tasks like writing, research, and image creation.

[ ] Implement AI-powered meeting note-taking and translation tools to improve communication and collaboration.

[ ] Set a weekly reminder to explore new ways to leverage AI in your work.

Outline

Introduction of Dan Chuparkoff

  • Speaker 1 introduces Dan Chuparkoff, highlighting his extensive experience and the presence of friends to help with the introduction.

  • Speaker 2 mentions Dan's trailblazing career at Google and McKinsey.

  • Speaker 3 describes Dan as an "understandable technology speaker" who simplifies complex concepts.

  • Speaker 4 praises Dan's ability to captivate audiences and ignite imagination about AI.

Dan Chuparkoff's Journey and AI Mindset

  • Dan Chuparkoff thanks the audience and acknowledges the challenge of following previous speakers.

  • Dan discusses the rapid evolution of AI and the need for practical AI skills and industry intelligence.

  • He shares his personal journey from a troubled childhood in Tampa, Florida, to a leadership role at Google.

  • Dan emphasizes the importance of understanding AI and how it can be leveraged in business.

The Impact of AutoCAD and Copy-Paste

  • Dan recounts his internship at an architecture division, where he learned about AutoCAD and the concept of copy-paste.

  • He describes how AutoCAD revolutionized his work by significantly reducing the time required to draw parking lot lines.

  • Dan explains how this experience changed his perspective on technology and its potential to enhance productivity.

  • He highlights the ongoing evolution of technology, from PCs and spreadsheets to cloud and generative AI.

Understanding AI and ChatGPT

  • Dan explains the components of ChatGPT: generative, pre-trained transformers.

  • He discusses the limitations of ChatGPT, such as its reliance on outdated information and its tendency to provide common answers.

  • Dan demonstrates how ChatGPT works by asking the audience to complete a sentence, highlighting its statistical approach.

  • He advises users to ask ChatGPT for its confidence level and to verify the sources of its information.

AI's Role in Decision-Making and Problem-Solving

  • Dan emphasizes that AI is a tool to assist in decision-making and problem-solving, not to replace human expertise.

  • He explains that AI's answers are often based on statistical probabilities and may not always be accurate.

  • Dan shares an example of AI's limitations, where it provided a questionable answer about making pizza with glue.

  • He advises users to be cautious and verify AI's recommendations, especially when dealing with critical decisions.

The Hierarchy of Human Expertise

  • Dan introduces the concept of the hierarchy of human expertise, which includes six types of work.

  • He explains that the bottom three types of work (talking, following processes, and looking for issues) are consuming much of our time.

  • The top three types of work (problem-solving, decision-making, and imagining) are more valuable and require human expertise.

  • Dan argues that AI can help with the bottom three types of work, freeing up time for more complex tasks.

AI's Impact on Communication and Collaboration

  • Dan discusses how AI is improving communication and collaboration through tools like meeting note-takers and real-time translation.

  • He shares examples of AI-generated meeting summaries and translations, highlighting their accuracy and efficiency.

  • Dan predicts that AI will soon enable real-time translation in various settings, such as Zoom meetings and AirPods.

  • He emphasizes the importance of using AI to enhance communication and collaboration, especially in a globalized world.

AI's Role in Enhancing Productivity

  • Dan argues that AI can help individuals and organizations become more efficient by automating repetitive tasks.

  • He shares statistics from McKinsey and Microsoft, indicating that a significant portion of our time is spent in meetings, email, and chat.

  • Dan explains that AI can help reduce re-communication and improve the efficiency of meetings and other communications.

  • He encourages users to adopt AI tools to manage their work more effectively and focus on higher-value tasks.

The Future of AI and Human Expertise

  • Dan predicts that AI will continue to evolve and become more integrated into various aspects of work.

  • He emphasizes that AI will never replace human expertise in problem-solving, decision-making, and imagining.

  • Dan encourages users to leverage AI to enhance their productivity and focus on tasks that require human creativity and judgment.

  • He concludes by highlighting the opportunities for AI to transform work and improve collaboration in the future.

Thank you!