AI Consultation for industry peers

If you're looking to maximize the use of B/D approved AI tools in your practice to improve your efficiencies and optimize your full technology, this allows you to schedule one hour of time with Teresa to learn and implement. The benefit of your discussion with me is that I'm an advisor first. I know the the steps the workload and workflow. I also work in all capacities - financial planning, technology integration, branch manager, and process my own client administration paperwork. I know how to run reports, place a move money, update the plan and keep the CRM clean. This means that I can help you or your staff better leverage technology to keep things efficient.We can cover:How to fully personalize your voice in ChatGPT and provide the output code to Jump to personalize JumpHow to review your tech stack inside of the B/D ecosystem to ensure everything is as compliant as possible to BOSP and prepare a strategy to better integrate AI into your tech. How to leverage coPilot or Adobe AI in your technology ecosystem.Review the capabilities of AI to automate social media in your voice! See Teresa's LinkedIn or Instagram page to see how AI can look and sound authentically you!Automate Canva social media templates with ChatGPT generated content

$500.00 USD