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quick tech talk
with steve yoss
cpe today
i’m a big proponent of artificial intelligence and automation. i think these tools are incredible for automating day-to-day tasks, making our lives simpler, faster, and easier, especially lower-value tasks that don’t need our time or focus on our resources.
in the hands of a professional who knows what they are looking at, these tools can do much of the pre-work and the pre-processing. however, it is up to us to ultimately know what we’re looking at to determine if the results are correct or incorrect. these tools can never assume responsibility or accountability for what they produce. in the same way, a self-driving car is not responsible for getting you from point a to point b; it is ultimately the person in the driver’s seat who assumes responsibility. as the financial professional, you’re in the driver’s seat, and you must ultimately be able to look at this information and interpret it for your client because they won’t trust the ai. they’re going to trust you. and so these tools can be incredibly helpful, but it’s up to you to know how to use them responsibly.
