Mar '25 • AI & Tech 🤖
Where are you wasting time as a financial adviser?
Every financial adviser wastes time somewhere. Here’s a great ChatGPT prompt to reveal exactly where - and what to do about it. Copy and paste this:
"I’m going to list out the typical tasks I handle each day as a financial adviser, including how I currently approach them: [insert your daily tasks, how you handle client interactions, admin work, research, compliance, meetings, etc.].
As an AI efficiency consultant with in-depth knowledge of financial advice practices, I’d like you to:
Identify 2-3 tasks that may be unnecessarily time-consuming, repetitive or could be streamlined (without compromising compliance or client service).
For each, provide a clear and practical suggestion for improving, automating or delegating the task, ideally using technology or process tweaks relevant to a financial advice business.
Focus particularly on opportunities to free up time for client-facing work, strategic planning, personal development or business growth.
Finally, based on what you know about my daily routine, suggest one task I’m not currently doing that would move the needle for my business if I made time for it."
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Where are you wasting time as a financial adviser?
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