“We learned that when you took an AI recommended agenda, you were 30% more likely to actually show up to your sessions than when you built your agenda yourself.”
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Said on The CMO Podcast
Russell Easter · The Adviser Podcast Network · Cutting through the noise - how brokers can leverage AI to win more business
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use AI to organize calendar, inbox and produce a weekly agenda for the broker
“We learned that when you took an AI recommended agenda, you were 30% more likely to actually show up to your sessions than when you built your agenda yourself.”
“I still use a paper planner… take big goals, funnel them down into three quarterly priorities, three weekly priorities, and then this specific work that actually gets blocked onto my calendar”
“Write down at the beginning of the quarter what your agenda is. Look at your time at the end of the quarter. If half of your time wasn't being spent on your agenda, then you really aren't using your time well”
“Best place to start would be making sure that you as an organization have an updated record of every AI tool that's being deployed or used across the business. Again, it's effectively an AI inventory.”
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