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

The Efficient Advisor: Tactical Business Advice for Financial Planners · Jun 20, 2024 · 16m · transcript

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 EPISODE

Get on the Systems to Scale Group Coaching Waitlist Here

Learn more about Beemo Automation Here

Connect with Ben on LinkedIn Here

AI Websites:

Perplexity AI

Fireflies.AI

Zapier

Zocks

Check out The First 100 Days Course: The Advisor's Blueprint…