Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.
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Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.
Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 1
Rainmaker Multiplier On-Demand
26 minutes 4 seconds
3 months ago
Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 1
If you’re still using AI for basic tasks like writing emails or taking notes, you’re missing the real opportunity. You could be using AI to help you redesign your entire business model, identify blind spots in your leadership, generate alternative growth strategies in minutes, and more. Join host Dave Alison and Matt Seitz, as they welcome back Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, for an advanced look at strategic AI applications that can transform your practice. Discover how to move beyond the "80% tasks that drive 20% of value" and start leveraging AI for the high-impact work that actually scales your business. From building your own "AI Board of Directors" to using the CRIT framework for prompting, this episode reveals practical approaches successful advisors are using to gain competitive advantage through artificial intelligence.Resources:* Geoff Woods website referenced: AI Leadership* Book referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.* Geoff Woods previous episode: AI for Financial Advisors: How to Leverage AI as a Strategic Thought Partner
Rainmaker Multiplier On-Demand
Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.
