Between Meetings with Matt Heine
Between Meetings with Matt Heine
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Ep 80: Harnessing the power of AI in the advice industry - Dr. Michael Kollo

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Hear Dr. Micheal Kollo as he discusses his journey from a PhD in finance to becoming a quantitative manager, using algorithms to forecast markets. Michael uncovers how AI now translates complex financial data into intuitive client reports. He takes a deep dive into the intricacies of tools like ChatGPT and how financial advisers can harness its potential without compromising sensitive data. Kollo throws light on groundbreaking plugins, their pros, pitfalls, and the steps for crafting effective AI prompts. Finally, he presents a glimpse into the future of SOAs and ROAs, where automation meets human intuition and shares his vision on how AI adoption could redefine and personalise financial education.

You might also be interested in Netwealth's 2023 AdviceTech report - Humans and Machines: How AI and adjacent AdviceTech can supercharge advice practices.

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