AI and how we use it

Rob Schwarz
Finova Money
Scott Millar
Finova Money

AI (Artificial Intelligence) and its use is now mainstream. Not to understand it or harness it as a ‘companion’ in your business may mean you lose out.

In June this year, Rob & Scott used AI as a key tool in setting up their new Financial Planning business with colleague Rob Bell. Its use has saved them immeasurable time and money. It’s also allowed them to thrive with speed as they define their strategy for their new business and begin to target the precise clients they want to work with.

Note: no AI tool was used in the creation of this content.

Learning Objectives:

  1. Why AI is a key strategic tool.
  2. What it can do to help you thrive.
  3. How to put it to use to increase efficiency exponentially.