Introduction to AI for Financial Advisers for Marketing and Lead Generation

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Financial Adviser Lives Podcast

Philip Calvert

39 episodes

2 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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Introduction to AI for Financial Advisers for Marketing and Lead Generation

Financial Adviser Lives Podcast

1 hour 2 minutes 10 seconds

1 year ago

Introduction to AI for Financial Advisers for Marketing and Lead Generation

Join us for Philip Calvert's latest presentation An Introduction to AI for Financial Advisers for Marketing, Lead Generation and Client Communications.

The session explores the capabilities of AI and its transformative impact on various industries, emphasising the need for financial advisers to adopt AI tools to enhance efficiency in tasks such as marketing, content creation and lead generation. Attendees gain insights into the different types of AI, innovative applications like AI-powered chatbots, and new market opportunities offered by online courses and memberships.

The discussion encourages participants to experiment with tools like ChatGPT, optimise online content for AI searches, and consider appointing an AI advocate within their businesses to fully leverage AI in financial advisory services. Resource: Visit the AI Prompt Vault for a collection of powerful prompts for use with ChatGPT and other generative AI tools https://www.skool.com/the-ai-prompt-vault-1118