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
• Book referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.
• AI software referenced: ChatGPT
• AI software referenced: Microsoft Co Pilot
• John D. Rockefeller Bio

Statistics:

• https://www.mckinsey.com/~/media/mckinsey/featured%20insights/Digital%20Disruption/Harnessing%20automation%20for%20a%20future%20that%20works/MGI-A-future-that-works-Executive-summary.ashx
• https://www.noemamag.com/mapping-ais-rapid-advance/