While AI is transforming many industries, when it comes to financial planning, nothing can replace the human touch.

Alec Quaid discusses the growing role of AI in financial advisory services. He delves into the current applications of AI, like tax and estate planning efficiencies, and why human empathy remains crucial. 

Learn how PCA blends technology with personal touch to provide comprehensive financial solutions.

Episode discussion points include:

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• How AI tools are speeding up tax and estate planning processes
  
• Why the human element is irreplaceable in managing client emotions and behaviors
  
• The potential future roles of AI in financial research and advisory
  
• The unique PCA strategy of combining cutting-edge technology with personal client relationships
  
• And more
  

Resources:

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• “Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack
  

Connect with Ryan Poterack: 

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• LinkedIn: Ryan Poterack
  

Connect with Poterack Capital Advisory: 

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• Poterack Capital Advisory
  
• Meet the team at Poterack Capital Advisory
  
• LinkedIn: Poterack Capital Advisory
  
• Facebook: Poterack Capital Advisory
  
• X (formerly Twitter): Poterack Capital Advisory
  
• 704-366-5776