“They’re able to check if clients have sent emails, generate Facebook posts, match inventory orders… we saved them about 15 hours a week.”
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Said on Build With AI
Wendy Wright · Take Back Retirement · 146: Financial Therapy: The Intersection of Money and Emotions with Wendy Wright (rerun)
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
have clients inventory the top 10 money-related messages they receive in a week
“They’re able to check if clients have sent emails, generate Facebook posts, match inventory orders… we saved them about 15 hours a week.”
“If you get a 25% conversion rate… if I want one new client… I just have to call… four clients. If I need 10 new clients… 40 potential clients.”
“I have a belief in that of mutual benefit... Our partnerships are beneficial. Our clients have benefit. We receive benefit.”
“We can create a retirement paycheck... they can actually receive more money every two weeks in their bank account than they did while working”
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