An Introduction to AI for Financial Advisers, IFAs and Financial Planners
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An Introduction to AI for Financial Advisers, IFAs and Financial Planners
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Check out Philip Calvert's latest introduction to AI (artificial intelligence) for financial advisers, IFAs and financial planners, where he looks at the potential impact of AI on the financial advice profession, along with amazing opportunities to use it in their businesses - particularly for marketing and client communications.
This episode also looks at how 'GPTs' can be used to help financial advisers with exams, along with live demonstrations of using ChatGPT to create marketing content.
"Many thanks Phil for a fantastic presentation which was both clear and informative." David, Financial Adviser
"One of the most eye-opening webinars that I have attended for a while." James, Financial Planner
Financial Planners, IFAs and Financial Advisers join LifeTalk to network, share best practice, exchange ideas and to provide help and support to one another at https://www.facebook.com/groups/AdviserLifeTalk
Join the LifeTalk AI Best Practice group for financial advisers at https://ai-best-practice-for-advisers.scoreapp.com