Advisor AI Lab

Artificial Intelligence will not take your job or steal your clients. However, Advisors using AI could in the future. S

 

My name is David Ortiz. I am a CFP® and I market my business as the Financial Chef. One of my passions is helping other Financial Advisors better serve their clients. 

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I am excited to share my experiments with Artificial Intelligence with the advisor community on FinancialAdvisor.TV!