Description

This week, we're joined by Stuart Riddle, of Claras.ai - one of the AI offerings in the financial advice market. 

Nathan and Jordan start by asking him about the state of AI in financial advice, and expand into:

• The questions advisers should be asking about AI
• The questions licensees are asking about AI
• How AI can help advisers be more efficient, effective and balanced
• The specific workflows and implementations they've used with Claras, and the difference it's made
• How these AI products actually work

Be sure to stay tuned for Jordan to throw any semblance of integrity and calm out the window and instead become a shameless shill for Claras.ai. It feels, at times, as though you're eavesdropping on a very specific, very irrelevant product support query between a product and it's bumbling user. 

Enjoy!

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time. 

CPD For this Episode: https://quiz.ensombl.com/NATH-26021904-04440001

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. 

Stuart:

stuart@claras.ai

www.claras.ai

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn: 

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.