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Listen "EP216 Blending AI with Financial Expertise - Insights from Marni Saifert"
Episode Synopsis
Welcome Back to The 4am Report 🌟 In this episode, I meet you at the intersection of AI and financial coaching with my awesome guest, Marni Saifert. A certified financial planner and financial coach, Marni brings over 30 years of expertise to our discussion, highlighting how she used AI to enhance her life and financial coaching services. 🤖 Meet Marni Saifert Marni identifies as someone who blends the mechanics of money management with the emotional aspects of financial decision-making. Her approach focuses not just on financial literacy but on understanding clients' money stories - the underlying beliefs and behaviors that shape their financial decisions. 🔍 AI in Financial Coaching We discuss how AI has become a game-changer in Marni’s practice, helping her streamline processes and enhance client interactions. AI tools have leveled up the way she operates, making her services more efficient and effective. 💡 Balancing Business Growth and Personal Time We talk about the challenges of growing a brand while maintaining a healthy work-life balance. Marni shares insights into how AI helps manage her workload, allowing her more time to focus on strategic tasks and personal growth. 🎧 The Impact of AI on Financial Literacy Learn how Marni uses AI to improve the financial literacy of her clients by providing them with customized educational materials and interactive experiences. This not only helps in better understanding complex financial concepts but also in making more informed decisions. 💬 Listen to this episode for practical advice on embracing milestone technology to stay relevant in the ever-evolving small business landscape. Remember, embracing AI is not a replacement for human expertise but rather a powerful tool to augment it. 🔗 Connect with Marni Saifert - Follow her on Instagram @moneymentormarni https://www.instagram.com/moneymentormarni/ for more insights on your money stories and to explore her upcoming group programs. Connect with me, your host, Susan Diaz on LinkedIn to gain AI literacy insights in real time. As you hit play, please leave us a 5 star rating. It goes far in helping us bring AI implementation strategies to more small businesses. Like what you're learning about AI and community building? Join our Marketing Power Circle where we dive right to the heart of implementing AI in your small business marketing. Join Here
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