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Artificial 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 personalized email outreach and content creation
- Compliance and security considerations when integrating AI
- The future of AI in financial advisory and what’s coming next
AI isn’t just a futuristic concept—it’s already revolutionizing how advisors work. Tune in to learn how to stay ahead of the curve and make AI your efficiency bestie!
Listen now and start leveraging AI in your practice!
Related: How Advisors Can Thrive in the $34 Trillion Wealth Shift