IDFA Online Learning
Practice Management: Revolutionizing Communication - What Every CDFA Needs to know about ChatGPT and AI
Recorded On: 06/06/2023
In recent years, artificial intelligence (AI) has dramatically transformed the way we communicate with each other, especially through the use of chatbots. ChatGPT, one of the most advanced AI-powered chatbots, has emerged as a powerful tool for financial planners, allowing them to provide faster and more accurate advice to their clients.
This webinar will explore ChatGPT and AI's impact on divorce financial planning. We will discuss the benefits and limitations of AI-powered chatbots and how they can be integrated into your practice to improve communication. We will also address common concerns and misconceptions about AI and chatbots and provide practical examples for CDFA professionals looking to leverage these technologies in their work.
Melanie Johnson is a Certified Divorce Financial Analyst (CDFA®). Since 2004, she has owned and operated Divorce Financial Solutions, and in 2011 joined Beck Capital Management as an Investment Advisor. In addition, she is the National Director for Second Saturday and has led a Second Saturday Divorce Workshop in Austin, Texas, for over 15 years.