Internal Use Only

3 Ways Chat GPT Can Help You and Your Clients

March 08, 2023 Dan S. Episode 45
Internal Use Only
3 Ways Chat GPT Can Help You and Your Clients
Show Notes

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 emails
  • Meeting notes summary with calls to action
  • FA 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-management