An Introduction to AI for Financial Advisers, IFAs and Financial Planners

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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

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An Introduction to AI for Financial Advisers, IFAs and Financial Planners

Financial Adviser Lives Podcast

1 hour 20 minutes 1 second

1 year ago

An Introduction to AI for Financial Advisers, IFAs and Financial Planners

Check out Philip Calvert's latest introduction to AI (artificial intelligence) for financial advisers, IFAs and financial planners, where he looks at the potential impact of AI on the financial advice profession, along with amazing opportunities to use it in their businesses - particularly for marketing and client communications.

This episode also looks at how 'GPTs' can be used to help financial advisers with exams, along with live demonstrations of using ChatGPT to create marketing content.

"Many thanks Phil for a fantastic presentation which was both clear and informative." David, Financial Adviser

"One of the most eye-opening webinars that I have attended for a while." James, Financial Planner

Financial Planners, IFAs and Financial Advisers join LifeTalk to network, share best practice, exchange ideas and to provide help and support to one another at https://www.facebook.com/groups/AdviserLifeTalk

Join the LifeTalk AI Best Practice group for financial advisers at https://ai-best-practice-for-advisers.scoreapp.com