S9E2 AI v VA

UPDATE - CPD points are back!!

CPD For this Episode: https://quiz.ensombl.com/CHAL-26100804-20560001

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Putting aside their avowed determination to stop talking about AI, this week Jordan and Nathan explore the growing role AI is playing in adviser businesses. The rapid escalation of AI's position in advice reminds them both of the way hiring Virtual Assistants (VAs) took off in the mid 2010s.

They're particularly interested in the overlap between the different options advisers face to grow their business.

But before we can even discuss that - it's key to define just what problems you're trying to solve.

Throw in some ranting, existential dread and Jordan's admission about what he's doing on public footpaths, and it makes for a pretty standard episode of CTS...

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au