Smart Automation, Smarter Wealth: Using AI to Build Relationships That Grow Your Portfolio | Episode #196

How do you stay human in a world of AI?In this episode, we sit down with Dr. Jill Schiefelbein—AI educator, entrepreneur, and communication strategist—to explore how advisors can use generative AI to elevate their business without sounding like a robot.We dig into:Why authenticity matters more in the age of AIReal examples of how Jill uses ChatGPT in her own content creation and client communicationPractical strategies to help advisors scale their expertise, streamline processes, and deepen connectionsThe biggest mistakes people make when using AI in their businessJill brings a refreshing perspective: AI isn’t here to replace you—it’s here to amplify you.If you’re curious about how to combine automation with authenticity, this conversation is a must-listen.Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast