Artificial Intelligence Is A Game Changer For Financial Advisors

    | May 8, 2023


    Chief Operating Officer Matt Ran recently spoke with Action! Magazine on how Artificial Intelligence is changing the way advisory firms do business, from the back office to operations, services and the way we communicate with clients.  

     RIAs are already using ChatGPT to write marketing material, business proposals, client emails, blogs, newsletters and social media posts. “It’s like using a ghostwriter,” says Ran, who also uses ChatGPT as an “idea generator” for the firm’s content. 

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    The article provided above, and the information contained within, is from a third party source, which we believe to be reliable, however Telemus cannot guarantee the accuracy or completeness of such information, and certain information may have been condensed or summarized from its original source. The author of this article is Charles Paikert of Action! Magazine which is owned and operated by an independent third-party. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Telemus Capital. All opinions expressed in this article are for general informational and/or educational purposes. These opinions are subject to change without notice and are not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Telemus Capital does not provide tax, legal or accounting advice, and nothing contained in these materials should be relied upon as such.

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