Financial Advisors Want to Know How to Implement Artificial Intelligence - Episode 14: Ben Olson

Welcome to another episode of Financial Advisors Want to Know. Today, I've got with me Ben Olson, who is an expert in AI implementations for financial advisor firms. This is going to be a great episode, something I'm super interested in as I run, you know, where we run a CPA firm that does tax work for advisors. And so a lot of the insights he's going to be providing are all things that I'm very interested in as well. So thanks for joining me today on the show, Ben.

Overview:
- General overview of recent advancements & current state of AI
- How advisors can use AI (use cases)
- Which technologies in the advisor tech stack have APIs and can be used with workflow automations

Contact Ben:
https://www.linkedin.com/in/benolsen3/

Contact Catherine's team:
admin@dominiones.com


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