How Financial Advisors Can Win Back Time Using AI Part 2
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How Financial Advisors Can Win Back Time Using AI Part 2
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You've poked around with ChatGPT, saved a few prompts, and told yourself you're using AI. But experiments don't create habits, and without habits you'll never move from occasional timesaving to systematic transformation. Join host Jason L Smith as he continues his conversation with Tom Lambotte, CEO of AI Simplifier™, to discover why dabbling costs you and how structured habits can multiply your results. Hear how the advisors integrating AI correctly are already reducing client meeting prep from 60 minutes to 90 seconds and eliminating late-night follow-up emails entirely.
Resources:
- Previous episode referenced: How Financial Advisors Can Win Back Time Using AI Part 1
- Program referenced: AI Simplifier™
- Voice diction software referenced: TalkTastic, Whispr Flow, Superwhisper
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