AI for financial planners – your Power Point deck is here. It’s an exciting time to be in financial services. With the rapid advancements in AI, the way we market and grow businesses is transforming right before our eyes. Integrating AI into your operations isn't just about keeping up with technology—it’s about setting the stage for significant growth, enhanced client relationships, and a stronger market position. It’s a brilliant move for any financial planner or professional looking to elevate their practice and drive sustainable success. So, I’ve put together a Power Point deck that introduces practical AI tools. Go to https://lnkd.in/gy3q4HUM to download the Power Point deck. I’ve found out what works, what doesn’t, and what offers the best bang for the buck (as well as time efficiency). I am happy to offer that all to you, starting with this presentation. With this, we can put AI tools in your hands as soon as possible and with minimum friction, giving you the power to set your business up for exponential growth going forward, giving you a massive competitive advantage. To access this power point presentation (no strings attached!), go to https://lnkd.in/gy3q4HUM to download the Power Point deck. I hope you find it informative and it adds a ton of value to your business. Please reach out if you need more help or would like to talk more. In service, - Norm Schriever 7th Wave Media #FinancialProfessionals #Financial #BusinessOwners #FinancialPlanners #FinancialAdvisors #FinancialServices #MortgageBrokers #socialmedia #socialmediamarketing #Marketing #AI #ArtificialIntelligence
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Using AI to improve your productivity with reporting! #aiforbusiness #aiforgood #simplifyyourbusiness
?? Turbocharge Your Reporting with AI! ?? ?? Forget the Excel grind! AI charting and image generation are here to revolutionize reporting. Say goodbye to missed deadlines and hello to efficiency. ?? Simplify with AI ?? Bid farewell to complex software struggles. With AI, your data turns into visually appealing, easy-to-understand charts and infographics effortlessly. Impress your boss with minimal effort and make late-night data crunching a thing of the past. ?? Embrace the Change ?? Why stick to old methods when AI can transform your reporting, saving you time and frustration? Let's make reporting not just faster, but also more enjoyable. Work can be fun, and it's time to embrace that! #AICharting #DataVisualization #Innovation #Efficiency #FutureOfWork
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Wave goodbye to the tedious Excel tasks! The advent of AI-driven charting and image creation is transforming the way we approach reporting. Welcome a world of efficiency and bid farewell to missed deadlines. #AICharting #datavisualization #aiforbusiness #aiforgood #futureofwork
?? Turbocharge Your Reporting with AI! ?? ?? Forget the Excel grind! AI charting and image generation are here to revolutionize reporting. Say goodbye to missed deadlines and hello to efficiency. ?? Simplify with AI ?? Bid farewell to complex software struggles. With AI, your data turns into visually appealing, easy-to-understand charts and infographics effortlessly. Impress your boss with minimal effort and make late-night data crunching a thing of the past. ?? Embrace the Change ?? Why stick to old methods when AI can transform your reporting, saving you time and frustration? Let's make reporting not just faster, but also more enjoyable. Work can be fun, and it's time to embrace that! #AICharting #DataVisualization #Innovation #Efficiency #FutureOfWork
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Crunching spreadsheet tasks with a tight schedule? Look no further than Worgit.AI! Check out our video tutorial for quick insights on creating and downloading spreadsheets. Visit worgit.ai for a deeper dive into streamlined productivity. #Worgit #AI #BusinessProductivity #Boost #marketing #business #strategies #marketingcreation #ArtificialIntelligence
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Did you know you can use AI to improve your financial forecasts — all while using familiar tools like Power BI and Excel? There’s no time to waste, as AI is already becoming a pathway to competitive advantage. Today, join Acterys Chief Operating Officer Mike Zack and Global Treasury Partners Ltd. Managing Director Henry Wong as they discuss how AI can elevate your financial forecasting. https://lnkd.in/g4i7ezjV #ai #machinelearning #forecasting #powerbi #excel
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Currently helping over 500 accounting firm owners make more money | Chartered Accountant, Public Speaker
Imagine a tool that understands your firm as well as you do – delivering actionable insights that elevate your strategy! Join Mark Wickersham FCA for a 60-minute session that reveals AI tools every accounting firm owner NEEDS for a sharper competitive edge. "AI Tools Every Accounting Firm Owner Needs For Better Strategic Insights" ?? Date: Wednesday, November 20th ?? Time: 11 am EST / 4 pm UK ?? Link to Join: https://lnkd.in/dqr5PAY6 Here’s a sneak peek at what we'll be covering: ?? Train AI to understand your firm’s needs. Practical techniques to guide AI in generating valuable insights. ?? Create a Custom GPT for client advisory. Imagine an AI assistant tailored to business planning. ?? Access a FREE research tool that streamlines your access to critical insights and knowledge. Perfect for accounting and bookkeeping firm owners ready to bring innovation to client solutions. What new insights do you hope to gain from AI? Share in the comments below! #AIforAccountants #StrategicInsights #AccountingInnovation
AI Tools Every Accountanting Firm Owner Needs For Better Strategic Insights
https://www.youtube.com/
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Leverage generative AI to offer innovative and tailored tools for small businesses, positioning your bank as a technology partner beyond traditional financial services. Develop an AIaaS platform with personalized dashboards, AI-driven marketing tools, and machine learning for financial planning to empower small businesses and drive growth. #AIforBusiness #TechPartnership #SmallBusinessSolutions #InnovationInBanking #FinancialEmpowerment Learn more about this topic here: https://lnkd.in/e3gAtvFr At Grow Scale Win?, we're all about using AI to enhance productivity and efficiency. That's why we've built the AI Growth System?, a truly holistic approach to growing your business. You get a personalized growth strategy and a full suite of AI powered tools to generate leads, nurture prospects, and close sales. Learn more at www.growscalewin.com. DM us with any questions.
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Imagine a tool that understands your firm as well as you do – delivering actionable insights that elevate your strategy! Join Mark Wickersham FCA for a 60-minute session that reveals AI tools every accounting firm owner NEEDS for a sharper competitive edge. "AI Tools Every Accounting Firm Owner Needs For Better Strategic Insights" ?? Date: Wednesday, November 20th ?? Time: 11 am EST / 4 pm UK ?? Link to Join: https://lnkd.in/dHTmWGsX Here’s a sneak peek at what we'll be covering: ?? Train AI to understand your firm’s needs. Practical techniques to guide AI in generating valuable insights. ?? Create a Custom GPT for client advisory. Imagine an AI assistant tailored to business planning. ?? Access a FREE research tool that streamlines your access to critical insights and knowledge. Perfect for accounting and bookkeeping firm owners ready to bring innovation to client solutions. What new insights do you hope to gain from AI? Share in the comments below! #AIforAccountants #StrategicInsights #AccountingInnovation
AI Tools Every Accountanting Firm Owner Needs For Better Strategic Insights
https://www.youtube.com/
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Short follow-up to "Bring Back Thinking Time:" How can AI help agencies better manage owned data and win back time for creative, productive work? A lot of AI chatter focuses on generating copy and images. I think agencies stand to benefit more by using these tools for internal data management. Video digs into how we do that.
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AI is revolutionizing the way we work, and these tools are game-changers for anyone looking to boost productivity. Whether you're building your own AI assistant, enhancing your YouTube content, planning your business, or managing social media, there's something here for everyone. Thanks for curating this, Amit! ?? #Productivity #AI #TechTools #Innovation
Day 2/30: 5 AI Productivity Tools You Should Know that Supercharge Your Productivity, Looking to boost your productivity? Check out these 5 AI tools that can make a real difference https://www.quickchat.ai/ Build and customize your own AI assistant to automate customer support, sales, and more. https://fanfuel.app/ An AI copilot that can handle scripts, thumbnails, and analytics for your YouTube videos. https://upmetrics.co/ An AI-powered business planning software that combines actionable planning, real-time forecasting, and insightful reporting. https://try.flowith.io/ Use an intuitive AI canvas and smart framework to boost your productivity and help you stay in the flow. https://nuelink.com/ Organize, automate, analyze, and manage your social media with an AI-powered scheduling platform.
