61 min listen
200: Ideas to Implement -- AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
200: Ideas to Implement -- 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:
17 minutes
Released:
Jun 20, 2024
Format:
Podcast episode
Description
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen—----------------------------------------LINKS FROM THIS EPISODEGet on the Systems to Scale Group Coaching Waitlist HereLearn more about Beemo Automation Here Connect with Ben on LinkedIn HereAI Websites:Perplexity AI Fireflies.AIZapierZocksGet 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 20, 2024
Format:
Podcast episode
Titles in the series (100)
002: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) by The Efficient Advisor: Tactical Business Advice for Financial Planners