AI in Action: Transforming Financial Planning with Alasdair Walker
I know AI can help but where do I start?!
The conundrum of many a small business owner.
With so many tools, it can be hard to know where to begin, but good old experimentation is still the best way to find the right ones for you.
In this episode I am joined by Alasdair Walker, Chartered Financial Planner and Managing Director of Optimum Path Financial Planning. Alasdair shares the surprising tool that has been a life saver for him in creating cash flow reports: Copilot!
He also shares the problems he has faced using AI and how note takers like Fireflies make his meetings more efficient and enhance the time he spends with clients.
There is a lot to learn here from Alasdair for any small business owner looking to find the right tools to start on your AI journey!
"Copilot made life so much easier!”- Alasdair
You’ll hear about:
- How AI significantly enhanced Alasdair’s business efficiency.
- Transcription tools like Fireflies save time in client meetings.
- Experimentation is key to finding the right AI tools.
- AI can assess client vulnerabilities through data analysis.
- Why automation allows for more focus on client interactions.
- A Copilot success story in automating data management tasks effectively.
- AI is not about replacing humans but enhancing their work.
Connect With Alasdair:
LinkedIn - https://www.linkedin.com/in/financialwalker/
Optimum Path Financial Planning - https://optimumpath.co.uk/
Alasdair’s Linktree - https://linktr.ee/financialwalker
Connect With Me:
LinkedIn - https://www.linkedin.com/in/accessible-ai/
Instagram - https://www.instagram.com/heather_aifnt/?hl=en
AI for Non-Techies - https://nontechies.ai/home
YouTube - https://www.youtube.com/@aifornontechies
Join my Academy - https://nontechies.ai/ai-academy
Produced by Between Tracks Media Productions - https://www.betweentracks.com/