AI Lunch and Learn for Financial Advisers

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/b5/71/17/b57117d5-fe8f-fa3a-b776-e20c0e196c68/mza_7736881644429044253.jpg/600x600bb.jpg

Financial Adviser Lives Podcast

Philip Calvert

39 episodes

3 days ago

Financial Adviser Lives is the business development podcast for IFAs, financial planners, wealth managers and professional financial advisers. Featuring interviews with IFAs, financial planners and industry experts throughout the UK and further afield, we find out what makes them tick, what motivates them and how they attract and service their ideal clients. Thousands of advisers have joined our community on Facebook, where they network, share best practice, get answers to their business questions and provide help and support to one another: https://www.facebook.com/groups/AdviserLifeTalk

Business

RSS

All content for Financial Adviser Lives Podcast is the property of Philip Calvert and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/11912662/11912662-1721902315298-6a76b4ec8b457.jpg

AI Lunch and Learn for Financial Advisers - Session 1

Financial Adviser Lives Podcast

51 minutes 30 seconds

1 year ago

AI Lunch and Learn for Financial Advisers - Session 1

Join Philip Calvert and 50 financial planners, IFAs and financial advisers for the first AI Lunch and Learn session.

No geeky stuff, no formal agenda - just a wide ranging discussion around AI for financial advisers.

Accompanying resources:

The Adviser Growth Community - includes a dedicated AI and technology track for financial advisers, including free books, training and support - join here.
The AI Prompt Vault - help and support for financial advisers to make better use of ChatGPT and generative AI - join here.
Marketing Edge - the weekly marketing and lead generation newsletter for financial advisers - subscribe here.
Adviser AI - get an AI version of you to answer website FAQs and attract new clients - learn more.