Podcast: How You Can Use Artificial Intelligence and Robo Advising to Help Your Clients

October 10, 2018


Robots are not coming for our jobs, but it doesn’t mean that we should keep doing our jobs the same way over time.  In this podcast, learn how to embrace artificial intelligence and take your client relationships to the next level. Expert Evan Carroll covers:

  • Types of artificial intelligence
  • How it can help you meet client needs
  • Myths about artificial intelligence

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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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