Smart Automation, Smarter Wealth: Using AI to Build Relationships That Grow Your Portfolio | Episode #196
The Money Insights Podcast por Money Insights
Notas del episodio
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 AI
- Real examples of how Jill uses ChatGPT in her own content creation and client communication
- Practical strategies to help advisors scale their expertise, streamline processes, and deepen connections
- The biggest mistakes people make when using AI in their business
Jill 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 ...
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