Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
252: A Menu of Things AI Can Do For You to Pick From with Ben Olsen
Artificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break down the latest AI advancements, how advisors can leverage them, and why ignoring AI is no longer an option. From automating client communication to optimizing workflows, Ben shares real-world strategies for integrating AI into your practice.
Key takeaways from this episode:
🔹 The three ways advisors can implement AI: DIY, Build, or Buy
🔹 How AI can streamline client onboarding, meeting prep, and follow-ups
🔹 Using AI for personalized email…
The skinny
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