“If they can just get AI to organize themselves and go, this is the month ahead, this is the week ahead, this is the day ahead. That's a really simple way of cutting out a whole bunch of admin time, organizing your week, where essentially your week's organized for you.”

Russell Easter · The Adviser Podcast Network · Cutting through the noise - how brokers can leverage AI to win more business

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What was described

use AI to organize calendar, inbox and produce a weekly agenda for the broker

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“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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