65 min listen
199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
61 minutes
Released:
Jun 18, 2024
Format:
Podcast episode
Description
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 emailsGenerating meeting summariesOrganizing client service modelsAutomating workflowsAND 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 School of Podcasting -Launch, Grow, Monetize Your PodcastYou’re don't know where to learn to podcast. Now You do. Click the link.Listen on: Apple Podcasts Spotify David C Barnett Small Business and Deal Making M&A SMBI discuss buying, selling, financing and managing small and medium sized businesses...Listen on: Apple Podcasts Spotify What If? So What?We discover what’s possible with digital and make it real in your businessListen on: Apple Podcasts SpotifyGet on the Systems to Scale Group Coaching Waitlist HereLearn more about Bee Automation HereConnect with Ben on LinkedIn HereAI Websites:Perplexity AIFireflies.AIZapierZocksDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at ...
Released:
Jun 18, 2024
Format:
Podcast episode
Titles in the series (100)
024: A Picture is Worth 1000 Words – Up Level Your Value using Visuals with Guest Dr. Ross Riskin by The Efficient Advisor: Tactical Business Advice for Financial Planners