Shows
The Efficient Advisor: Tactical Business Advice for Financial Planners252: A Menu of Things AI Can Do For You to Pick From with Ben OlsenArtificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break down the latest AI advancements, how advisors can leverage them, and why ignoring AI is no longer an option. From automating client communication to optimizing workflows, Ben shares real-world strategies for integrating AI into your practice.Key takeaways from this episode:🔹 The three ways advisors can implement AI: DIY, Build, or Buy🔹 How AI can streamline client onboarding, meeting prep, and follow-ups🔹 Using AI for perso...
2025-03-041h 07The Efficient Advisor: Tactical Business Advice for Financial Planners248: AI Automation Made Easy: How to do DIY AI in Your Advisory BusinessReady to supercharge your efficiency with AI the easy way? In this episode, I sit down with AI consultant and former financial advisor Ben Olsen to explore how AI is revolutionizing the financial planning industry. We dive into practical applications that can help advisors become more efficient, boost profitability, and enhance the client experience.🎧 What You’ll Learn in This Episode:How AI can increase your revenue per hour while cutting your workload ⏳💰The best ways to use ChatGPT for newsletters, emails, and client research 📩📊The rise of AI-powered note-taking tools for financial advisors 📝🤖Why automations and in...
2025-02-111h 17The Efficient Advisor: Tactical Business Advice for Financial Planners200: Ideas to Implement -- AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben OlsenEach week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen—----------------------------------------LINKS FROM THIS EPISODEGet on the Systems to Scale Group Coaching Waitlist HereLearn more about Beemo Automation Here Connect with Ben on LinkedIn HereAI Websites:Perplexity AI Fireflies.AI
2024-06-2016 minThe Efficient Advisor: Tactical Business Advice for Financial Planners199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben OlsenA lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there are also some amazing ways to use AI in your financial planning business. It’s SO much more than ChatGPT.In this week’s episode, host Libby Greiwe chats with AI automation expert, Ben Olsen, to uncover the secrets to smarter, more efficient financial advising with artificial intelligence. Ben details the many ways AI can be used in practices to complete mundane tasks, allowing you more time and energy to focus your efforts on what matters most—you...
2024-06-1858 min