It’s time for another episode of AI Advisor Tools, where we help you save time and money by showing you the latest AI tools to better scale your practice. My name is Brian Bogner, and I’m an independent financial advisor just like you. In this episode, we will be discussing one of the most popular AI tools out there right now, Chat GBT.
Chat GBT is a specialized language model that powers many of the AI tools we showcase on this channel. To get the best output from Chat GBT, it’s important to follow a three-step formula: act as a specific role, create a task, and show the results in a specific format.
As financial advisors, we can act as copywriters when using Chat GBT. For example, we can create a bullet point summary of a 401K retirement plan offering for XYZ company, including the features and benefits for both the company and the participants. By providing more information and specifying the role, we can get more accurate and helpful output.
In addition, we can also use Chat GBT to create the features and benefits of working with our firm, Parallel Financial, as the financial advisor for this 401K plan. By using the rich text format, we can easily copy and paste the results into different documents.
Remember, when using Chat GBT, act as a role, create a task, and show the results in the desired format. This will help you get the best output and make the most of this powerful AI tool.
Thank you for watching this episode of AI Advisor Tools, brought to you by the Fiduciary Alliance. We’ll talk to you next week!
