Why advisers need to move beyond just note-taking with AI
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Why advisers need to move beyond just note-taking with AI
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About this listen
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Marloo co-founder Shak Lala to unpack how AI is moving from note-taking to becoming a true AI partner for financial advisers.
Shak explains how AI can materially increase adviser capacity, manage SMSF complexity, lift compliance standards, and improve client experience, while also allowing advisers to consolidate their tech stack and avoid the tedious admin tasks.
Tune in to hear:
- How AI tools have evolved already to handle a wider range of tasks.
- What kind of efficiency gains the early adopters are experiencing.
- Where the future of AI in financial advice practices is heading.
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