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EPISODE · Mar 8, 2023 · 20 MIN

3 Ways Chat GPT Can Help You and Your Clients

from Internal Use Only · host Dan S.

Send us Fan MailChat GPT, the more advanced version of Smarterchild (for those millennials out there familiar with AOL instant messanger), has become increasingly popular. It's very effective for sales professionals, even wholesalers and advisors. Today, the host breaks down 3 ways that you can use Chat GPT for yourself and for any advisor clients:Prospecting emailsMeeting notes summary with calls to actionFA marketing , new business As a bonus, the host reads examples live -- showing the capabilities of the platform in real time. https://potomacfund.com/chatgpt-for-financial-advisors/https://www.advisorperspectives.com/articles/2023/03/07/embracing-chatgpt-in-wealth-managementSupport the show

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Send us Fan Mail Chat GPT, the more advanced version of Smarterchild (for those millennials out there familiar with AOL instant messanger), has become increasingly popular. It's very effective for sales professionals, even wholesalers and advisors. Today, the host breaks down 3 ways that you can use Chat GPT for yourself and for any advisor clients: Prospecting emailsMeeting notes summary with calls to actionFA marketing , new business As a bonus, the host reads examples live -- s...

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This episode is 20 minutes long.

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This episode was published on March 8, 2023.

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