All right, strap in. We’re about to take a spin through the thrilling world of financial planning.
I know, I know—“thrilling” and “financial planning” don’t usually go together, but bear with me.
This is a story about two financial planners who are miles apart in how they get things done.
👉First, meet Gerald.
Gerald’s been in the game for years.
He’s the sort of guy who’s got a trusty briefcase, a pile of business cards, and an address book that’s seen better days.
Every day, Gerald sets out on the financial battlefield armed with a phone, a calendar, and a Rolodex dating back to the Jurassic era. 📞
His method of finding clients?
Cold calls, referrals from clients who remember he exists, and the occasional networking event where he hands out business cards like they’re sweets.
But here’s the kicker: Gerald’s also his own secretary.
He spends hours on the phone, chasing potential clients, booking appointments, and trying to keep his calendar straight.
Half his day is spent doing admin work that he loathes, and the other half is spent actually advising clients—if he’s lucky.
By the time Gerald’s finally got someone in front of him, he’s already knackered. 😫
👉Now let’s talk about Simone.
Simone is everything Gerald isn’t—she’s sharp, forward-thinking, and, most importantly, she’s figured out that the future is now.
Instead of wearing herself out like Gerald, Simone’s got a secret weapon: AI. 🤖
That’s right, Artificial Intelligence, or as I like to call it, the thing that’s made her life about a million times easier.
Simone doesn’t waste her time with cold calls or hoping that clients will magically remember to refer her.
No, her AI system is out there doing the legwork, analysing data to find potential clients who are actually worth her time. 😀
It’s like her own digital bloodhound that sniffs out the best opportunities, while Gerald’s still fumbling with his phone trying to get through to someone who probably isn’t even interested.
And then there’s the appointments. 📅
Gerald’s still manually scheduling his, trying to find slots that work for him and his clients, sometimes double-booking himself because, let’s face it, he’s only human.
Simone, on the other hand, has her AI handling all of it.
The system automatically schedules appointments, sends reminders, and even reschedules when something comes up—all without Simone having to lift a finger.
Her calendar is a well-oiled machine, and she’s got more time to do what she does best: giving top-notch financial advice. 😁
👉The result?
Simone’s spending her days meeting with high-quality clients who actually need her services, while Gerald’s still chasing leads and juggling appointments like a circus act. 🤹🏽♂️
Her business is booming, her stress levels are down, and she’s not chained to her phone or desk like poor old Gerald. 😔
👉The moral of the story?
If you’re still running your financial planning business like it’s the dark ages, it’s time to evolve.
Don’t be Gerald—drowning in admin, chasing down clients, and exhausted before you even get to the important stuff. 😫
Be more Simone—smart, efficient, and ahead of the curve with AI doing the heavy lifting. 🦾
Plus, having time to dance with a robot friend!! 💃🏽
Note: this post was written completely by AI in 10 seconds.
The main image was also created using AI.
We can do the same for you.
So if you want to stop wasting time and start growing your client base with less hassle?
Email us at hello@bluesilvermarketing.com to schedule a demo and find out how we can help you shift gears.
Because, honestly, there’s no reason to be stuck in the slow lane. 🚜
