Raymond James RIA & RCS: AI & the Future of Financial Advising
Hello Raymond James colleagues, partners, & friends!
AI took notes for me as I presented the AI & the Future of Financial Advising keynote with all of you last 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
A.I. & Innovation Keynote Speaker
CEO, Reinvention Labs
Former Technology Leader 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:
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, a seasoned AI expert, discussed the transformative power of AI, emphasizing its ability to automate and enhance various tasks.
Action Items
[ ] Try out ChatGPT, Copilot, and Gemini to explore how AI can help in your specific role.