Financial Adviser Lives Podcast

AI Lunch and Learn for Financial Advisers - Session 1

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Join Philip Calvert and 50 financial planners, IFAs and financial advisers for the first AI Lunch and Learn session.

No geeky stuff, no formal agenda - just a wide ranging discussion around AI for financial advisers.

Accompanying resources:

  • The Adviser Growth Community - includes a dedicated AI and technology track for financial advisers, including free books, training and support - join here.
  • The AI Prompt Vault - help and support for financial advisers to make better use of ChatGPT and generative AI - join here.
  • Marketing Edge - the weekly marketing and lead generation newsletter for financial advisers - subscribe here.
  • Adviser AI - get an AI version of you to answer website FAQs and attract new clients - learn more.
    • ...more
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    Financial Adviser Lives PodcastBy Philip Calvert

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