Harnessing AI in Financial Consultancy

This chapter explores the integration of technology, particularly AI and CRMs, at Infinity Financial Consultants. It highlights a structured three-phase approach for adopting AI tools, emphasizing the importance of leadership and a culture of continuous improvement. The speakers share personal experiences and insights on using AI to enhance efficiency and client interactions in the business.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app