Rainmaker Multiplier On-Demand

AI for Financial Advisors: How to leverage AI as a strategic thought partner


Listen Later

Discover how artificial intelligence (AI) can transform your business by giving you the opportunity to focus your strategic efforts where it matters most. Join host Dave Alison, as he chats with Geoff Woods, founder of AI Leadership and author of The AI Driven Leader. Together they explore AI's game-changing potential for financial professionals, offering practical insights on harnessing AI to boost strategic thinking and client service. Learn about AI integration success stories, overcoming common hesitations, and navigating privacy concerns. Tune in for valuable advice on becoming an "AI-driven leader" and thoughtfully integrating AI to enhance your business operations and client relationships.

Resources:

  • Geoff Woods website referenced: AI Leadership
  • Book referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.
  • AI software referenced: ChatGPT
  • AI software referenced: Microsoft Co Pilot
  • John D. Rockefeller Bio

Statistics:

  • https://www.mckinsey.com/~/media/mckinsey/featured%20insights/Digital%20Disruption/Harnessing%20automation%20for%20a%20future%20that%20works/MGI-A-future-that-works-Executive-summary.ashx
  • https://www.noemamag.com/mapping-ais-rapid-advance/
...more
View all episodesView all episodes
Download on the App Store

Rainmaker Multiplier On-DemandBy C2P

  • 4
  • 4
  • 4
  • 4
  • 4

4

8 ratings


More shows like Rainmaker Multiplier On-Demand

View all
The Jordan B. Peterson Podcast by Dr. Jordan B. Peterson

The Jordan B. Peterson Podcast

34,067 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

100 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,997 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

458 Listeners

The Power Of Zero Show by David McKnight

The Power Of Zero Show

143 Listeners

DarrenDaily On-Demand by Darren Hardy LLC

DarrenDaily On-Demand

1,733 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,039 Listeners

The Bucket Plan® On-Demand Series by C2P

The Bucket Plan® On-Demand Series

6 Listeners

Advisor Talk with Frank LaRosa by Elite Consulting Partners

Advisor Talk with Frank LaRosa

92 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

233 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,221 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

118 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

113 Listeners

Becoming An Elite Financial Advisor With Sten Morgan by Sten Morgan & Andy Traub

Becoming An Elite Financial Advisor With Sten Morgan

92 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

906 Listeners