Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
248: AI Automation Made Easy: How to do DIY AI in Your Advisory Business
Ready to supercharge your efficiency with AI the easy way? In this episode, I sit down with AI consultant and former financial advisor Ben Olsen to explore how AI is revolutionizing the financial planning industry. We dive into practical applications that can help advisors become more efficient, boost profitability, and enhance the client experience.
🎧 What You’ll Learn in This Episode:
How AI can increase your revenue per hour while cutting your workload ⏳💰
The best ways to use ChatGPT for newsletters, emails, and client research 📩📊
The rise of AI-powered note-taking tools for financial…
The skinny
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