Mar '25 • AI & Tech 🤖
AI can hold a mirror up to your financial advice business
Many financial advisers use AI to speed up admin tasks - but what if AI could help you see your business in a whole new way?
AI isn’t just for efficiency; it’s for insight. It can highlight blind spots, uncover hidden opportunities and help you make smarter decisions.
Here’s a simple but powerful ChatGPT prompt to help you hold a mirror up to your business:
"I'm a financial adviser serving [your target clients]. My key services include [list main services]. I want to identify blind spots in my business model, marketing and client experience. Based on industry best practices, emerging trends and answers to any questions you might ask me, what gaps or opportunities might I be overlooking? Please highlight areas where I could improve, innovate or differentiate myself."
Done that? Now take it a step further. Carry on and ask AI to role-play as a potential client looking at your business.
"Now, act as a potential client looking for financial advice. Based on my business model, online presence and positioning, what would make you hesitate to work with me? What might be unclear, unconvincing or missing? Be brutally honest."
💡 The twist? You’ll see your business not just through your own eyes, but through your clients’ - and that’s where real growth happens.
💬 Have you ever used AI to analyse your business in this way? Let me know what you discover!
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AI can hold a mirror up to your financial advice business
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