AI Overhaul: Creative Ways To Use AI in Your Advisory Business

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 complete mundane tasks, allowing you more time and energy to focus your efforts on what matters most—your clients.

Olsen details the many benefits to AI and how it can be instrumental for advisors, including:

  • Writing personalized emails
  • Generating meeting summaries
  • Organizing client service models
  • Automating workflows

If you want to integrate the latest AI tools in your practice and stay ahead of the tech curve, this episode is a must listen!

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