Financial Advisor Marketing Podcast
Business:Investing
I have been using ChatGPT since the very first day it was released to the public: November 30, 2022.
At the time, I said that financial advisors who use artificial intelligence will run laps around financial advisors who don’t. And yet… more than a year later, most financial advisors didn’t listen and still aren’t using ChatGPT.
Why?
Well, most financial advisors suffer from what Charlie Munger called “mental bias.” This disease is so strong in the financial advisor industry that a financial advisor still in college but who isn’t afraid of AI can run laps around you as soon as they graduate.
After using AI for more than 12 months, I’ve also discovered what it’s best—and worst—at.
In this episode, you’ll discover how to use AI to transform your financial advising business. And you’ll get a much-needed reminder that it’s time to start using AI.
Listen now.
Show highlights include:
I even wrote a little PDF called how financial advisors can get clients with artificial intelligence. If you want to download that you can grab it at the advisor coach.com/ai.
83% of financial advisors make plans for their clients, but don’t make a plan for their own business. Isn’t that wild? If you’re one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
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What I Would Do If I HAD To Get Clients
Financial Advisor Business Lessons From Tony Soprano
The Dark Side of Success
Financial Advisor Productivity Tips From Bill Gates
4 Phrases Financial Advisors Should Never Use
Financial Advisors, Please Stop Asking for Referrals This Way
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5 marketing mistakes I've personally made
Why being busy is the new stupid
Millionaire financial advisor success factors, revealed
Are financial advisors working while drunk?
The four-letter word I despise
How to make prospecting suck less
Why your experience and certifications don't matter
How to tell if a financial advisor is poor
Why most financial advisors fail
How financial advisors can scale their business
Why most financial advisors are hypocrites
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