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199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen

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)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!