AI Toolkit For Financial Services

Categories: AI
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About Course

AI Toolkit for Financial Advisors: Use ChatGPT to Grow Your Business

Unlock the power of AI and ChatGPT — without any tech overwhelm.

This course is designed specifically for financial advisors, CPAs, CFAs, and wealth managers who want to:

✅ Attract more qualified clients
✅ Create high-value content in minutes
✅ Automate repetitive tasks like emails, presentations, and follow-ups
✅ Stand out in a competitive market — even with zero tech background

What Will You Learn?

  • By the end of this course, you’ll know how to:
  • ✅ Set up and confidently use ChatGPT as your personal assistant
  • ✅ Write LinkedIn posts, emails, and follow-ups in minutes — not hours
  • ✅ Generate leads using AI-powered content and outreach
  • ✅ Handle objections and sales conversations with persuasive, human-sounding responses
  • ✅ Plan 30 days of content in 5 minutes
  • ✅ Create presentations, checklists, and guides for your clients
  • ✅ Automate repetitive tasks and free up hours every week
  • ✅ Build your own Custom GPT to act like a virtual team member
  • You’ll walk away with real tools in place — not just ideas — and know exactly how to use them.

Course Content

Introduction

  • Introduction
    01:37

Module 2 : Basic Setup

Module 3: Start using ChatGPT

Module 4: Saving time with AI

Module 5: BONUS – Create your Personal Assistant with ChatGPT

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