My name is Jennifer (you can call me Jenn or Jenni if you prefer) and I'm an independent Financial Professional based in NYC who's transitioning into advisory and further expanding services.
My relationship with AI is super limited. I downloaded chatGPT a year ago and used it once. There's AI integrated in the platforms I use for work but I've only used them for finding in-network information and resources. When I did download the app a year ago, I felt the the recommended prompts and training were a little too tedious for my ADHD/OCD brain. I like to be thorough with my studies, clients, and work. However, I'm but one person with very limited time and energy so I need to up my game. I've put this off far too long.
I need help with the mountain of busy work that just compounds daily and leaves me nearly no time to actually interact with prospects. My time days bleed into late nights and weekends and that's not sustainable for the level of production I've been seeing. I'm hoping AI will help me streamline things better and cut down drastically (eventually) on the busy work such as emails, scripting, and proposal writing. Especially for studying and training in a time efficient manner. I need to free up time for my personal life and health needs too so this is really more for the wholistic view on my life's impact.
So that's what brings me here! I knew that introducing myself to this topic solo was going to get me zilch. It'll be easier and organic through a community and various levels of input from others. Interacting with others seeking similar growth with AI and how they implement it in their lives/business would be very motivating to experience and to practice.
Fun fact.... Hmm. My background originates in visual arts and foreign languages and I lived quite a while in Japan.