Jun 28, 2023
We know using ChatGPT is not foolproof and using it comes with a fair amount of risk for anyone using artificial intelligence assistance at work. That being said, ChatGPT does seem to be incredibly helpful when a little human intelligence is also applied to the situation. Host Jack Russo and CPA, Steve Rabin figure out specific areas where AI can be used to speed through the more tedious parts of financial and estate planning (like creating a basic list of questions to ask clients), leaving professionals with more time to focus on the details.