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  • How I benefit from an AI meeting notetaker

Sep 28 2024 / Top of the Table Annual Meeting

How I benefit from an AI meeting notetaker

Artificial intelligence has transformed the accuracy, efficiency and personalization of Chalk’s business. He shares practical strategies to embrace new technology and revolutionize your approaches and clients’ decision-making.

Topics Covered

Technology

Featured in this video

Gareth James Chalk, Dip PFS image

Gareth James Chalk, Dip PFS, is an independent financial advisor with an extensive background in financial planning. As one of the founding members of Blackstone Partners since 2009, Chalk is passionate about providing tailored financial advice and building long-lasting relationships with his clients. With specialties in estate planning and long-term care advice, Chalk’s approachable style and ability to demystify complex financial concepts have made him a trusted advisor to his clients.