The Efficient Advisor: Tactical Business Advice for Financial Planners 199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
A lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there are also some amazing ways to use AI in your financial planning business. It’s SO much more than ChatGPT.
In this week’s episode, host Libby Greiwe chats with AI automation expert, Ben Olsen, to uncover the secrets to smarter, more efficient financial advising with artificial intelligence. Ben details the many ways AI can be used in practices to complete mundane tasks, allowing you more time and energy to focus your efforts on what matters most—your clients.
Olsen details the many benefits to AI and how it can be instrumental for advisors, including:
- Writing personalized emails
- Generating meeting summaries
- Organizing client service models
- Automating workflows
- AND SO MUCH MORE!
If you want to integrate the latest AI tools in your practice and stay ahead of the tech curve, this episode is a must listen!
Finally, a quick plug for the upcoming group coaching session launching August 2024. We have a special $500 discount for those on the waitlist. If you’ve been wanting to level up your practice, now is the time! Join the waitlist below to secure a spot AND save some cash!
Now, let’s learn how to harness AI tools for research, meeting summaries, workflow automation, and much more in today’s episode! Let’s go! 🚀
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
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Connect with Libby on LinkedIn HERE!
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