Tom Smith’s Post

🤖💡 The heart of our upcoming event dives into the future of financial advice, blending AI and human insight. "Merging Minds and Machines: The Future of Financial Advice" will be a panel discussion not to be missed, moderated by Simon Bussy from Behaviour Consulting Limited. We're just in the process of finalising our panellists, promising an enlightening debate on AI's role in financial planning. Stay tuned as we unveil our experts very soon. This debate aims to explore the dynamic between technological advancements and the invaluable human touch in finance. 🌟 #PanelDiscussion #AIinFinance #FutureOfAdvice

Two dots, connected: 1. The fact that inquiry comes through email doesn't mean the sender prefers to communicate this way. Therefore, part of the discovery process should be to determine how the other party prefers to communicate. Kudos to Łukasz Stabrowski for enlightenment here. E-mail will likely dominate; however, it shouldn't be a default assumption. 2. What is the best sales people friend in 2024 and possibly beyond? Betting on AI? The jury is still out... ☎ - I wouldn't be surprised. Live proof. I responded (via email) to the inquiry yesterday. Till mid-day today I had no reply. 5 past 12 I made a call and... I had answers to all my questions after a quick chat.

T-minus two hours until I kick off my first webinar of Q3: "How To Revolutionize Your Digital PR Strategy with AI for Maximum ROI." Gain an exclusive sneak peek at LedeTime.ai's Pitch Wizard, which Fractl's PR team leveraged to earn coverage on Reuters and Go Banking Rates just last week! In this webinar, I'll cover: 📰 How To Put Your Brand At The Front Of Breaking and Cyclical News Cycles 🕵️ How To Monitor News Cycles To Identify Trending or Upcoming Newsworthy Topics 🚀 How To Unlock AI Superpowers To Transform The ROI Of Your PR Team Sign up via the link in the comments! ⬇️

One of the key bits of feedback that we have had on our events was that they wanted more analysis from Cavell Group throughout the day. We've taken this into account and our analysts will be doing 6 keynotes this year across a range of topics: - State of the market - Dom Black - AI trends and impacts - Finbarr Goode Begley - Quantifying the SME CX opportunity - Patrick Watson - Consumers view on CX - Finbarr Goode Begley - Different approaches to growth - Matthew Townend - Differences in European markets - Catie de Marcillac

Black History Is Everyone's History - To celebrate I'm offering 6️⃣ 3️⃣ % % off my starter course, "The Ultimate AI Toolkit" for network marketers and online business owners who want to dip their pinky toes into the AI space with digital marketing. Comment 'BHM' to get the link. #BlackHistoryMonth #blackhistory365 #blackexcellence

What are The Steps to Harnessing the Power of Empathy? Empathy may be the most powerful sales enablement tool/strategy you have, are you using it? Check out this great video with my friend Marguerita (Rita) Cheng, CFP® as she talks with Michael Finke about the importance of Empathy with clients. They give us the specific steps we can take to be empathetic with clients. ▶ Watch the video here: https://lnkd.in/e-AUPyiw This resonates a ton and dovetails nicely into the work we're doing at Couplr AI, especially with our partner The American College of Financial Services! What would you add to help build stronger connections with your clients? #empathy #financialplanning #wealthmanagement #money

The consumer always comes first, but they’re not always right. What matters most is that they're heard. Check out this consumer, who thinks: 1. Laura Tingle is biased. 2. A reasonable outcome would be to “sack” Laura tingle. And, after using Ajust to put these views to the Australian Broadcasting Corporation (ABC), apparently she also thinks: 3. Ajust is “another” waste of taxpayer’s money (presumably a reference to what she thinks about Aunty itself…) At least one of these 3 points is not right. And they don’t become right just because a consumer thinks them. But the problem is when consumers feel like they’re not being listened to all by the organisations they choose to engage with or spend money on. Outside in, the ABC (like many businesses) has a highly complex process for feedback and complaints. Which means that upset viewers just get more frustrated - and, perhaps worse, harden their (often incorrect) views about the organisation. For our part, we thought it was worth putting aside our newly-launched AI resolution agent for this one, so we could have a crack at: - Letting the consumer know we heard what she thinks. - Letting her know what she thinks is a bit off the mark this time. In our experience, most consumers are pretty reasonable about the actual outcome of a complaint once they feel someone’s listening.

“All market research will be synthetic in 5-10 years’ time!” Wait, what? So say the founders of Evidenza, a platform that allows users to “survey AI copies of your customers to build finance-friendly sales and marketing plans in minutes, not months.” My newsletter this week discusses Synthetic Market Research, which promises the holy grail of faster, cheaper, and credible market insights.

AI isn’t just the future – it’s happening right now. From transforming customer service experiences to revolutionizing telemarketing strategies, AI is the driving force behind unprecedented innovation.   However, the proliferation of AI is not without its challenges – a fake voice message from President Joe Biden circulated to New Hampshire voters prompted the FCC to step in and make AI-generated robocalls illegal. Regulations certainly won’t stop there, with questions regarding privacy, transparency, and free speech still unanswered by U.S.-based regulators.   If you're exploring AI to revolutionize your customer service and telemarketing strategies, this is a can't-miss event. Learn the latest in the AI legal landscape and how to ensure compliance while maintaining a competitive edge directly from experts, including my brilliant colleague, Diana James!

May l have a coffee? Good morning Take an appointment Ah, dear friend, let me immerse you in the fascinating and sometimes hilarious world of technology and digital marketing. Did you know that artificial intelligence has reached a point where it can not only recognize your face but also predict your favorite coffee order just by analyzing your morning expression? Imagine, walking into your favorite café, and before you even finish yawning, your double espresso is already being prepared. "Thank you, AI, for this necessary dose of caffeine, and for understanding my need for caffeine before my brain even starts working!" Here's a little dose of humor and information to brighten your day and maybe that of your followers.