Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 1
Description
If you’re still using AI for basic tasks like writing emails or taking notes, you’re missing the real opportunity. You could be using AI to help you redesign your entire business model, identify blind spots in your leadership, generate alternative growth strategies in minutes, and more. Join host Dave Alison and Matt Seitz, as they welcome back Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, for an advanced look at strategic AI applications that can transform your practice. Discover how to move beyond the "80% tasks that drive 20% of value" and start leveraging AI for the high-impact work that actually scales your business. From building your own "AI Board of Directors" to using the CRIT framework for prompting, this episode reveals practical approaches successful advisors are using to gain competitive advantage through artificial intelligence.
Resources:
- Geoff Woods website referenced: AI Leadership
- Book referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.
- Geoff Woods previous episode: AI for Financial Advisors: How to Leverage AI as a Strategic Thought Partner
United States
