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Introduction to AI for Financial Advisers for Marketing and Lead Generation
Join us for Philip Calvert's latest presentation An Introduction to AI for Financial Advisers for Marketing, Lead Generation and Client Communications.
The session explores the capabilities of AI and its transformative impact on various industries, emphasising the need for financial advisers to adopt AI tools to enhance efficiency in tasks such as marketing, content creation and lead generation. Attendees gain insights into the different types of AI, innovative applications like AI-powered chatbots, and new market opportunities offered by online courses and memberships.
The discussion encourages participants to experiment with tools like ChatGPT, optimise online content for AI searches, and consider appointing an AI advocate within their businesses to fully leverage AI in financial advisory services.
Resource: Visit the AI Prompt Vault for a collection of powerful prompts for use with ChatGPT and other generative AI tools https://www.skool.com/the-ai-prompt-vault-1118
View all episodes
By Philip CalvertJoin us for Philip Calvert's latest presentation An Introduction to AI for Financial Advisers for Marketing, Lead Generation and Client Communications.
The session explores the capabilities of AI and its transformative impact on various industries, emphasising the need for financial advisers to adopt AI tools to enhance efficiency in tasks such as marketing, content creation and lead generation. Attendees gain insights into the different types of AI, innovative applications like AI-powered chatbots, and new market opportunities offered by online courses and memberships.
The discussion encourages participants to experiment with tools like ChatGPT, optimise online content for AI searches, and consider appointing an AI advocate within their businesses to fully leverage AI in financial advisory services.
Resource: Visit the AI Prompt Vault for a collection of powerful prompts for use with ChatGPT and other generative AI tools https://www.skool.com/the-ai-prompt-vault-1118
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