I've been using AI voice dictation for a while now, and it has dramatically improved my productivity as a financial advisor. If you're not using it, here's a walkthrough of how I use it every single day in my RIA.

Sponsored by CalibrateIQ.

If you listen to the hype, it may seem like AI is taking over everything, but is that really true? Spoiler alert: it's not. How should we as financial advisors approach marketing with this in mind?

Sponsored by CalibrateIQ.

We recently did some SEO audits for a handful of financial advisor websites in my private community. In this episode, I share some of the key insights that came up during the audits.

Sponsored by CalibrateIQ.

It's pretty common for financial advisors to only want to serve clients with a lot of money, but what if it didn't have to be that way? If you have a desire to serve clients who are earlier in their financial journey, there is a way.

Sponsored by CalibrateIQ.

It's no secret that consumers are using AI tools to search for financial advisors and answers to financial questions. So how do you get your website and brand set up to be optimized for consumers using tools like ChatGPT and Perplexity?

Sponsored by CalibrateIQ.

More prospects are turning to ChatGPT and Perplexity, asking things like "find me a fee-only advisor near me." Can an LLMS.txt file help you get found?

Sponsored by CalibrateIQ.

My voice is shot this week, so I'm taking a little bit of a break. This is a super short episode asking you for some help with something 🙏🏻

Spoiler alert: I think your pricing model is too complicated. Well, maybe...

Sponsored by CalibrateIQ.