@Ash S. Perplexity is the main space I use for AI tools. Normally I let it choose the model based on my query, but I find myself not always liking the results except when they come from Claude. That's probably just a style and structure preference, but I do seem to think that Claude gets my voice right most of the time. Recently, I have also been learning Google's NotebookLM and having a lot of fun with that. For my financial planning practice, I can create documents, slides, infographics, and I'm even using the podcast tool to help me to think through complex ideas.

@Ash S. I should probably add that I built a chat widget on my website using Voiceflow. I also built a phone agent on the retail AI platform that can call prospective clients who have expressed interest in financial planning, have a dialogue with them, and qualify their fit within my practice. Both of those tools make use of AI tools to a large degree