In this episode of Business Brain, Dave Hamilton shares a story about a $36,000 IRS refund check he mailed to his bank, which never arrived. After frustrating interactions with Citibank and the IRS, he turned to ChatGPT for help. ChatGPT guided him to use the IRS Practitioner Priority Line and the Taxpayer Advocate Service, ultimately helping him start a trace on the missing check—something that could have taken months longer without AI’s assistance. Dave emphasizes how AI can dramatically improve efficiency and help with bureaucratic challenges.

Shannon Jean then shares a concept called the “third door”—a strategy for building relationships with key people before you need them. He recounts how he used LinkedIn to connect with eBay and Poshmark executives, establishing trust over time. These early, genuine connections later opened doors to speaking opportunities and support when problems arose. He encourages listeners to build relationships early by offering value and engaging authentically, without immediately asking for favors.

The episode also includes sponsor messages for Shopify and Insta360 and wraps with a call for listeners to connect on LinkedIn and share their own “third door” stories. The overarching message: use smart tools like AI and strategic relationship-building to live a more successful, charmed entrepreneurial life.

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