Jan 3 • AI & Tech 🤖
Financial Advisers and AI - Report and Bonus ChatGPT Prompt
A lot of financial advisers and planners genuinely believe AI can’t do their job. What’s interesting is that when advisers talk to each other, the picture becomes far more nuanced...
I’ve just finished a short report based on a real discussion inside the LifeTalk community, capturing what experienced advisers are actually saying about AI – not publicly, but honestly. It explores:
* where advisers are confident
* where doubts start to creep in
* which roles feel most exposed
...and why re-evaluating adviser business models may be a smart move.
Free copy attached. Bonus prompt in the comments.
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Financial Advisers and AI - Report and Bonus ChatGPT Prompt
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For IFAs, financial advisers & financial planners exploring new marketing ideas, new models, new income streams and how AI fits into their business
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