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EP 105: Harnessing AI to Help Streamline Your Business with Focal AI’s John Connell
Chris Reynolds, Executive Chair and co-founder of Investment Planning Counsel, is turning the page on what it means to build a better business.
Tune in to conversations with visionaries and financial advisors who have walked the path to success for ideas you can implement today.
Harnessing AI to Help Streamline Your Business with Focal AI’s John Connell
No matter where you turn these days, A.I. is all the rage. The finance world is no different.
In our industry, relationships are what matter most. A.I. can be a tool to help us spend more time building those relationships, which is where your growth happens. You probably have tried ChatGPT or something similar in your business. But how do we really use the tools that are out there? How can advisors use technology and use these tools to help them deliver a great client experience? What is truly possible with A.I. tools today?
Joining me to talk about that today is John Connell. John is the founder and CEO of Focal, an AI-powered platform for financial advisors. Trusted by leading firms across North America, Focal goes beyond simple note-taking to automate tasks, streamline client conversations, and boost advisor productivity—helping firms scale without increasing headcount.
To learn more about Focal or to schedule a demo, visit meetwithfocal.com
Find Focal on LinkedIn https://www.linkedin.com/company/meetwithfocal/?viewAsMember=true
Reach out to Focal at sales.team@meetwithfocal.com
Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca
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Chris
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EP 105: Harnessing AI to Help Streamline Your Business with Focal AI’s John Connell
