“Can I record this meeting?” It sounds like a simple, harmless question. Yet behind it lies a hidden complexity that the financial planning profession must urgently address — one that goes far beyond compliance and cuts to the heart of client trust. In his recent article, “The hidden AI reality behind ‘Can I record this … Continue reading Recording Client Meetings with AI: The Silent Erosion of Trust?
Tag: chatgpt
🚀 Beyond the Essay: Why AI Should Elevate Our Thinking, Not Replace It
By Steve Conley | Academy of Life Planning A recent study from MIT’s Media Lab sent ripples through the AI and education communities. It claimed that using ChatGPT to write SAT-style essays resulted in the lowest brain engagement among participants compared to those using Google Search or working unaided. EEG scans showed diminished neural activity, … Continue reading 🚀 Beyond the Essay: Why AI Should Elevate Our Thinking, Not Replace It
When the Good Guys Get Attacked: Navigating Suspicion in Victim Support Groups
“In times of universal deceit, telling the truth is a revolutionary act.” — George Orwell The Challenge of Helping When you’ve devoted your life to helping victims of financial crime, you expect resistance from institutions—the banks, the regulators, the legal walls that protect the powerful. You don’t expect resistance from the victims themselves. But that’s … Continue reading When the Good Guys Get Attacked: Navigating Suspicion in Victim Support Groups
WhatsApp: The Future of Financial Advice Is in Your Hands
The financial world is being turned on its head. OpenAI’s ChatGPT has now made its way onto WhatsApp, offering people instant access to financial guidance at their fingertips. This isn’t just a technological leap—it’s a revolution in how we think about financial advice. Gone are the days when the keys to financial knowledge were locked … Continue reading WhatsApp: The Future of Financial Advice Is in Your Hands
ChatGPT Remembers You! An Exploration of the New Memory Feature
In today’s fast-paced world, solo entrepreneurs are juggling countless tasks at once. It can be overwhelming to manage everything without missing a beat. That’s where AI tools like ChatGPT’s new memory feature come into play—a groundbreaking capability designed to remember key details from your previous conversations, making your work life smoother and more efficient. For … Continue reading ChatGPT Remembers You! An Exploration of the New Memory Feature
Launch of ChatGPT 4o: Revolutionising Financial LLMs and Customer Service
The financial landscape is on the cusp of a revolutionary transformation with the launch of ChatGPT 4o, a cutting-edge iteration of OpenAI's generative AI technology. This powerful tool promises to redefine the way we manage our financial affairs, offering unprecedented convenience, efficiency, and precision. Imagine a world where your personal Chatbot Concierge seamlessly communicates with … Continue reading Launch of ChatGPT 4o: Revolutionising Financial LLMs and Customer Service
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