Ben Olsen
Ben Olsen from BMO Automation discusses AI applications in financial advisory. He provides strategies for integrating AI into practices, covering DIY, build, and buy approaches.
Best podcasts with Ben Olsen
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Feb 11, 2025 • 1h 18min
248: AI Automation Made Easy: How to do DIY AI in Your Advisory Business
Ben Olsen, an AI consultant and former financial advisor, shares his insights on how AI is revolutionizing financial advisory practices. He discusses the practical applications of AI tools like ChatGPT for streamlining workflows, enhancing client communications, and automating tasks. Olsen emphasizes the importance of integrating technology without overhauling existing systems, offering tips for quick wins. He also highlights future trends in AI adoption and the balance between tech and human interaction in advisory roles.
Mar 4, 2025 • 1h 9min
252: A Menu of Things AI Can Do For You to Pick From with Ben Olsen
In this discussion, Ben Olsen of BMO Automation, a leading expert in AI applications for financial advisory, dives into the transformative impact of AI in the industry. He outlines three strategies for advisors to embrace AI: DIY, build, or buy. Topics include streamlining client onboarding and communications, the essentials of compliance, and how AI can enhance personalized outreach. With practical tips and future insights, Ben emphasizes that incorporating AI is no longer optional—it's crucial for staying competitive.
