199: AI Overhaul---Creative Ways to Use AI in Your Advisory

The Efficient Advisor: Tactical Business Advice...

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

Listen now

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 com...

More Episodes

See all »

224: Complete a Time Study to Boost Productivity Now

On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time.Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too.Conducting a time study can help you identify where your time is...

Published 09/24/24

223: How to Write a Book in Just 6 Weeks with Guest Paul McManus

Have you ever dreamed of writing a book, but found yourself held back by thoughts like:“It sounds too hard.”“I don’t know what I’d write about that hasn’t been done before.”“I’m not really good at writing.”“I don’t even know where to start—or who has the time?”You’re not alone in this. Many of us...

Published 09/17/24

The Efficient Advisor: Tactical Business Advice for Financial Planners

Published 09/17/24