“Some advisors shy away from technology because they see it as a threat. You need to flip that on its head and look at the opportunity you have with properly utilized technology. You can really scale your business pretty well if that’s what you want to do. If you don’t want to scale it, then fine.” – Gabe Muller, CEO & Founder, Muller Consulting

AI is the rage right now. And a lot of attention has been placed on OpenAI’s ChatGPT. The impact and potential of AI is exponential. And whether it is a fad or will truly replace jobs isn’t the focus. Because where it is today, it has a remarkable ability to be helpful in our daily lives.

There are so many ways the wealth management industry can leverage ChatGPT to create scale in their business and benefit from these AI advancements. In this guide, I want to provide some guidance.

Download your copy of this eBook to:

— Get a list of AI prompts you can use to enhance your marketing strategy

— Learn how to use ChatGPT to generate client communication quickly

— Gain access to a full list of AI tools and resources leading advisors are using