Looking to enhance the quality of your AI outcomes and your overall experience? It all comes down to how you write your prompts. Join host Jason L Smith and guest Dave Alison, FP®, EA, BPC, founder and CEO of Alison Wealth Management, as they reveal the components of good prompt engineering, with additional AI insights from Maddy Grimm, Content Writer and Strategist at C2P and C2P’s marketing agency. Listen as Dave and Maddy share real examples of how they're using these tools to write better client emails, create engaging website content, and explain complex strategies more clearly. You'll learn practical ways to get the most out of AI tools, including how to ask the right questions and protect client information. Whether you're just getting started with AI or looking to use it more effectively, you'll walk away with specific strategies you can start using in your practice today.
Resources:
- AI Recommended Platforms: ChatGPT, Claude AI
- Website and content management platform: FMG Suite
- Book: The AI-Driven Leader: Harnessing AI to Make Faster, Smarter Decisions by Geoff Woods
- Training: Geoff Woods AI consulting programs
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