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

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: c2pe.info/4g0us8u
Book referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions: c2pe.info/3APACrH
AI software referenced: ChatGPT: c2pe.info/4cFSYsx
AI software referenced: Microsoft Co Pilot: c2pe.info/4cCNYVC
John D. Rockefeller Bio: c2pe.info/4cOtSHT
Statistics:
A Future That Works: Automation, Employment, and Productivity: c2pe.info/3Xj9wSS
Mapping AI's Rapid Advance: c2pe.info/3yLLZ3B
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📚 Disclaimer:
At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.
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