Practical Uses For AI Today w/ Jeff Morgan

Today I’m joined by Jeff Morgan, CMO and AI connoisseur at Elements. In this show we talk about the tools he uses today to perform many time-consuming tasks like…

  • Write compelling marketing materials
  • Be a brainstorming partner
  • Analyze and clean up large sets of data
  • Research ever-changing topics in the industry.

If you’re interested in saving time so that you can focus on what matters most – being in front of clients and building relationships – then this episode is for you.


Jordan Haines: [00:00:00] welcome to Elementality. I’m Jordan Haynes, financial vitals expert here at elements and your host for today’s show.

Today, I’m joined by Jeff Morgan. He’s our chief marketing officer here at elements and has a really unique expertise when it comes to marketing and selling your services. Today though I wanted to talk with him about a buzzword in our industry. 

Something that for some reason, I can’t get enough of, and I find it everywhere. And that thing is AI. Specifically, I wanted to talk about Jeff, about the practicality of using AI in our business. I think most advisors. Understand that it’s not going to completely disrupt the industry and remove the need for human advisor. But in our own business, I’ve seen certain areas where AI has been incredibly impactful and Jeff internally has led the charge there. So I wanted to bring Jeff on today to talk. Specifically about how we could use AI. 

Now in this conversation, we [00:01:00] go into a good amount of detail. We talk about specific tools that are available to advisors. Today. We talk about how advisors can use those tools and what we have found the best use case for that. We address price a little bit, and we even talk a little bit more about the advisor of the future and how they’re using AI. 

So with that, let’s get onto our conversation with Jeff Morgan. 

Jordan Haines: Welcome to elementality. Everyone. We are glad you’re 

here. I have a new guest that you’ve all heard before. You’ve everyone’s heard both my voice and the person I have with me. Jeff Morgan, our CMO at Elements. Jeff, why don’t you say hi to everyone? 

Jeff Morgan: Hey, Jordan. Good to be here on elementality again. Excited to be talking with you and maybe doing a little bit of a new 

Jordan Haines: Yeah. There has been those of you who listen to this on a regular basis, you’re probably the elephant in the room is ality has been all over the place the last couple months and we’ve been going through some internal transitions and it’s been fun and exciting. But one of the things that we are thinking about with Ity Elementally is [00:02:00] what is the value we provide to you who are listening?

And as Jeff and I have worked together, Jeff’s our, our chief marketing officer and Jeff and I have worked together for years, both in elements and in dentist advisors we thought it’s really interesting to bring both of our perspectives and talk about what you, the advisors are experiencing today.

And so you’ll probably hear a lot more from Jeff and I, you’ll probably hear interviews of us talking to other people, either within elements or customers or people who are using elements or people who we just think are really interesting. And so this is going to be the format moving forward.

We’re excited about it. But we wanted to just jump right in and get started before we do anything though, Jeff, tell us about you. You have an interesting past, a lot more interesting than mine. Just give us the 30, 000 of you. Who’s Jeff Morgan? Where did you come from? Why the heck are you here at elements?

Let’s jump in. 

Jeff Morgan: Great. Yeah. Happy to, to talk about that. I’m here at elements today. It’s been a long journey. I started actually working with [00:03:00] Reese, the, our CEO, Reese Harper, a But out in 2016, I believe and at the time I owned a marketing agency and we specialized in content marketing and helping financial services companies and SAS companies really nurture their target audience and.

Do demand gen lead gen and help them build the tech stack that’s required to execute a pretty robust marketing program. And so Reese, when I first met him was at the moment when he decided that he was going to. Transition into the dental niche. So the original name of the company was Acquire Wealth, and Rhys decided that he wanted to start niching down to dentists specifically, and that’s when we started working [00:04:00] together.

I helped him over a period of several years build up the dentist advisors brand, the content marketing program and all the tech behind the scenes. And then he was looking for an in house full time marketer which they hadn’t hired to that date. And he was asking me if I knew anyone. And I said, maybe me, I was, I’d been running my agency for.

18 years, and I was tired of the agency world and wanted to try something new in my career. And so he was excited that I was interested and I ended up selling my half of the agency to my business partner and coming to work at Dennis Advisors as their CMO. We did that with the understanding that there was this technology that Reese wanted to develop.

Around the elements methodology and the score element scorecard that he was using with his dental clients at the time. [00:05:00] And so I knew that there was like, this financial advisory business, this RIA that was really stable and growing at a steady rate and. That that was like the, the conservative part of me that really resonated.

And then the part of me that wanted a big opportunity, something that could scale something that could become an asset that would grow over time was the software that was inside of that business. And so eventually Elements was spun out of Dentist Advisors. And when it. When the software came out, I went with it and I think you came with me.

So there was a handful of us from the dentist advisors world that stuck with the software and it’s been an exciting ride ever since.

Jordan Haines: Okay. I have so many questions. We’re not going to get into it today. Maybe we’ll do another episode where we talk more about what, what has been one of the differences between working at a tech company and working in an RA and [00:06:00] having an agency. I’m sure there’s lots of interesting lessons that you’ve learned there.

Let’s save that for another time. Jeff, you’re probably the primary reason that I am where I’m at right now, because I remember so I have. I was with Jeff at dentist advisors. For those of you who didn’t know that. My wife has a big family. She has three uncles and all of them are dentists. They knew I was a financial advisor way back when, and they said, Hey, there’s this company that we listened to their podcast.

They’re called dentist advisors. Can you just do a vetting process for us? So I vetted dentist advisors and I said, Oh my gosh. These guys have really leaned in this niche. Their marketing is awesome. I love the content that they’re producing. I want to be associated with something like this.

So I interviewed with Reese took a job as an advisor there. And I remember Jeff, you and I met like my first or second day. And we just talked about content and I love. The process of producing content. And you just pat yourself on the shoulder. You’re the reason that I came, came to a dentist advisors and now elements in the first place.

And now we have the honor of working together and doing some really fun things. And as a lot of you [00:07:00] will, you’ll come to find out as we have conversations, Jeff and I are very different in how we look at the world, but we’re very aligned in a lot of really important things. And so we’re excited to bring that to you.

Jeff, let’s, let’s shift gears here. What I want to do in these conversations is talk about something relevant to advisors. And one of the things that I hear all the time, I listened to a lot of advisor podcasts. I read a lot of articles, follow people on LinkedIn, social media, things like that. And one of the buzzwords right now is AI.

It’s everywhere, right? Everyone is talking about AI. Now I think most advisors listening to this are going to come with this Yeah, like a rolling your eye mindset, right? Yeah. We had the same thing with robo advisors and we all know what happened there. We all have our jobs people. There’s a human side of talking to clients.

That’s really important. But I think there’s also this acknowledgement that there could be something really, really valuable here to me as an advisor. Whether it’s in serving my clients or in marketing specifically. Now you’re the marketing expert and you’re also like the resident AI expert here.

At element. So I want to talk with you a little bit about that. There’s, [00:08:00] there’s three topics that I want to cover here with you. Number one what are the tools that you’re using? Number two, I want to talk about what are the principles that you use to determine what tools to use or when AI is appropriate and in the jobs that you’re doing.

And then the third, and we’ll just close it up at the end. What’s the future? And, and how do you see this actually disrupting this industry? So let’s start with number one, tell us about the AI tools you’re using. What jobs are satisfying for you? And maybe along the way, what are the principles that you’re following to address those?

I’ll let you jump in.

Jeff Morgan: Yeah, that sounds great. Yeah, I. I’ve always been an early adopter of technology. I really have always liked the gadgets and I’ve always liked the new software solution and I’m like a change. I love change. That was one of the things that was very different between me and my business partner in my agency days was that he was like, hated change.

There was this like classic story that [00:09:00] I always tell about him is that he bought a Dell laptop and in the 1st week that he owned that laptop, the F key fell off and instead of sending it back or getting the F key replaced, he just. Dealt with the F key being missing for next six years while he used that same laptop.

Hey, you just typed with, without an F key,

he was like the latest adopter of iPhone ever. It was like it had been out for four years and he finally decided to get a smartphone instead of his flip phone. Whereas I was like on the opposite side. And so we, we balance each other out in a lot of, In a lot of ways, but AI has been like this new that’s really how I got into the agency world in the first place, by the way, is that I’m old.

And I was in college when I was in college, the internet was the new thing. Internet marketing was brand new. It was like this revolutionary thing. I was in college starting in [00:10:00] 1999, graduated in 2000 2002. And so I was there, I was like in college and in my internship during the dot com boom. And so it felt very similar.

To what we’re experiencing today with a I and I actually got into the digital marketing world because it was like this new, exciting technology based thing where I could be creative and interact with technology.

Jordan Haines: And I want to add here too. I’ve worked with you for long enough to know that every time I like need a job done or a problem solved and I’ll come to you be like, Hey, is there technology? You always bring the most random things I’ve never heard of before. And they’re always so fun. I’m, I’m similar to you.

Maybe I don’t do as much research. I love to tinker. I love to explore and optimize and, and keyboard shortcuts are my favorite thing in the world. My wife is don’t teach me anything new. I’m going to do the same thing because it’s just what I know. And I don’t want to deal with it. I’m like, fine, that’s not, it’s not for everyone, but you always bring really interesting things.

But I will say that the characteristic. With [00:11:00] you is usability. I think often you’re looking at like, how do I actually use this and optimize how I use this? It’s not just I’m going to find a new technology because it’s fun. You’re thinking at least in my experience, when you come to me with a new tool, it’s how are we actually going to use this?

And is it useful for our business or for this job that we need to get done? And so it sounds like that’s the lens by which you’re approaching AI is like, this is really cool. It’s fun. And I’m going to learn things about AI, but like, how do I actually use this in practice? 

Jeff Morgan: Yeah what are the actual problems that it can solve? And then it’s actually good at solving because at least current state is. Good at some things and pretty bad at other things. Even though there’s a lot of buzz around all of it. And yeah, you’re right. That’s the way that I, the lens that I see technology through and AI is just a new technology to me is like, how do I use this to make my life easier, more efficient more.

Enjoyable, like sometimes [00:12:00] technology, like a new technology is just about making your job like less lame or less ugly, 

Jordan Haines: Getting back to your actual question what tools am I using?

Jeff Morgan: Like everyone, I’m, I’m using open AI GPT for it’s the revolutionary tool. It’s been out longer than any of the other ones. And I’ve been using that the longest. The things that it is really good at is. Data analysis, data hygiene. So it’s interesting that a lot of people think of it as writing as the 1st use case.

But for me, I’ve been able to save a lot of time from a marketing perspective, uploading lists that I used to spend hours and hours, cleaning up in Excel before I uploaded them to our CRM system or into an email marketing system or making the data useful and clean normalized data hygiene is a great thing.

That is way [00:13:00] easier and way faster in GPT 

Jordan Haines: a bunch of data and you say, Hey, GPT clean this up for me. And you might have specific prompts, find this or do this thing. And it will come back to you with a cleaned up spreadsheet that you can then use or upload wherever you need it to. 

Jeff Morgan: Yeah, yeah, and it’ll find like data anomalies, so it’ll be able to find all of the poorly formatted email addresses, for example, and remove those records from the data set, or it could. Re format all of the names. So you get a, you get a data, a list of people and there’s a full name column in that list and you want it to be first name and last name separately.

So you can personalize on the 1st name in an email, for example. And so you can just say split the 1st name column into 2. And use the most [00:14:00] advanced algorithms for figuring out what’s a first name and what’s the last name so that we don’t split it at the wrong place. And you can also say, and make sure that the capitalization is correct, because a lot of times when people fill out forms.

In a marketing scenario, they’ll do all caps for their first name or they’ll, they’ll, they’ll just do weird things that make it so that when you personalize with that data, it looks bad and it’s obvious that it’s not a real, a real email that’s being typed. And so you can clean all that up.

And it used to be that a lot of that you just have to do manually, or you’d have to know how to code in Python to update. Things in bulk, but now you can just upload the file, give it a detailed description of what you want the output to be. It’ll work on it, and then I’ll give you a new file that you can download and use.

So it saves all kinds of time from from that perspective, [00:15:00] and it can also find they can actually create graphs and find insights in a big data set. If you export your Google analytics. Yes. Data, for example, and upload it and into chat. GPT, it can find interesting insights about the performance of your website or the performance of your campaigns.

You. You could always do that before manually, but now you just let it find the insights and let you know. And it usually finds things that you wouldn’t have thought of.

Jordan Haines: So you’re not, but you met, it’s, you made a comment earlier. You’re not, at least right now, you’re not using it for chatting and creating written copy. In any sense, it’s mostly 

Jeff Morgan: I do, but I think that chat GPT specifically the use that I think it’s best for compared to the competitors right now. Is this is a data processing and also the custom GPTs are really powerful where [00:16:00] you can build. A knowledge base of your own data that it will use as a training resource and a reference resource for producing other content.

For example, we have a that’s for elements messaging. We upload our elements messaging framework. We upload a bunch of guides and. And descriptions and things that we’ve created for CS into that custom GPT and then, and we prompted to letting it, we write a custom like instruction inside that custom GPT to tell that we want to write really good messaging with this and give it some example.

Authors and example writers that we like their style. We like their tone and give it get a really robust prompt. And then we do that 1 time and then you can just use that custom GPT to ask basic questions with much lower simpler prompts and get [00:17:00] really responses from it. So that’s, that’s another thing that I really like about

Jordan Haines: I’ve enjoyed that part a lot. That’s probably my favorite part. And I love your like very practical and functional about, this. I created I created a GPT for how I like plan for dates for my wife or like it’s my, it’s my marriage counselor right now to an extent, it’s just a second pair of ears that I can say, Hey, this happened.

Help me think about this more. It’s been so fun though, because I can go in there and I can create and say, this is the type of thing she likes, like when we’re selecting restaurants, if I want to surprise her with a date, she hates Mexican and does not like doing these things. She likes being social, but to an extent, and so find me things that meet this criteria. And it’s been really fun to learn that. But the thing that you’ve created. Has actually, I think, been really helpful from like a small company standpoint. That’s growing quickly where things change so fast. We need some sort of way to say this is the consistent thing, the consistent voice that we have.

So if you have something to say that you want to post about or talk to clients about, put it here, use this GPT because it’s been trained [00:18:00] on what our language is and how we like to talk about things and, and certain words that we use frequently. And so I think that that’s been really helpful. To summarize you use chat.

GBT for data.

Primarily you, you like it for creating analyzing and cleaning up data. You’ve used it for creating like this consistent voice in your marketing messaging. I know you use some other tools. Tell us about some other tools that you’re using. 

Jeff Morgan: Yeah, and one thing I, I think would be good to mention here is you, I love your use case of brainstorming for things to do with your wife. That’s another thing that I, I forgot to mention that I really like to do with GPT 4 is brainstorming ideas. 

And the reason for that is because the way that large language models work is that it’s actually a language prediction engine. It takes the topic that you’re talking on and it says, what are all the words that are commonly used around that [00:19:00] topic?

And so it takes the 35, 000 words in the English dialect and reduces it to a smaller subset of words that could be potentially used in this context. so what it’s doing is it predicts. The next most likely word that would come after that based off of being trained on literally billions of different types of writing and documents and, and so brainstorm.

It’s actually really strong at brainstorming because it will, you give it a prompt and it predicts like another thing that’s related to that thing. I see like as, as it. Evolves into the future. I see it being really, really good at predicting all kinds of things. So it’s good at predicting the next word.

You see it in these new video models like Sora that just came out, but it’s really good at predicting the next animated step in a, in a video. It’s really good at [00:20:00] predicting all kinds of things that are actually. Part of our real world. And when you think about using a large language model of any type think of it from what it’s at, how it’s actually producing the results.

And think what if I could predict the next thing to say, or the next thing to do, or the most likely thing that would come out of a huge understanding of, of all of the writing that’s happened on the Internet for the the last 20 years what would be really valuable to know? And when you think of it that way, and structure your prompts, knowing that that’s how it’s going to deliver you get a lot better results out of it.

So going back to your question, what are some of the other tools? CLAWD3, the new version of CLAWD that came out about a month ago. Maybe a little over a month ago now is particularly good at writing and writing really like clean, usable content on the first or second try. And so most [00:21:00] of the writing that I’m doing today even though I mentioned that we have that custom GPT for messaging today, what I’m doing is I’m uploading documents every time I want to prompt So the type of documents I’m uploading are messaging framework, sample samples of our writing and some foundational documents around what the elements framework is, and I upload that with every request, every prompt, and then I’ll just tell it, take on the role.

Of a product marketer at a venture funded SAS startup that helps financial advisors make smart financial decisions and work and deliver quick advice to their clients, something like that. Now, I want to write on this topic about, what, what would a topic be that we’d want to write on?

Jordan Haines: The, the. Value. You got me in a demonstrating value quickly in our marketing process. There we go. Okay. [00:22:00] 

Jeff Morgan: Yeah. Okay. So we want to write about demonstrating value quickly. Okay. And we’re going to create a landing page for that. And so the best practices of landing page are being concise and making it really scannable and making it really engaging and interesting. Go and it will. Deliver on that after that 1st prompt, it will usually deliver something that is like usable.

And if you need to make 1 adjustment or 2 adjustments to what it is the 2nd prompt, it will be like, I copy and paste it and use it on a landing page in an email as an article it really is. Like a next level writer. And so you haven’t had the chance to use cloud 3. That’s the paid version of cloud.

And you do a lot of writing. I would highly recommend giving 

Jordan Haines: And I want to, I want to call out specifically like this, [00:23:00] a lot of people, I think there’s like this debate. Do, do I produce original content with, with these, these AI tools, or do I use it as a refining? And while you’re saying like, you know what, sometimes on the first take or the second take, it’s ready to ship, it’s ready for me to use.

I actually want to I want to bring up to that, that’s not necessarily original to that engine, right? Like you have been very intentional about what you feed it, right? Here’s things that I’ve written in the past. Here’s the topic I want you to write. Like here’s, it would be the same as if I just was brainstorming with someone and ask them.

It’s not necessarily original in that it is drawing from some, some sort of thing that you have fed that AI tool. So now when it comes out, it’s going to feel like it’s from you. It’s in your language. And yes, it might take some refining. But it’s original from you in the sense that you’re feeding this, this feedback tool to give you some really interesting things.

And I think that that’s what that, in my experience, working with AI in particular, working with you and AI has been, you need to feed it the right things. And a lot of these tools [00:24:00] can take a lot more than you think they can, right? So feed it documents to feed it, blog posts, feed it emails that you’ve sent, feed it things so that it can see how you’re writing and what you’re saying, what you’re doing so that it can predict that When it’s giving you a feedback there, would you have any shaping there? 

Jeff Morgan: Yeah, I totally agree with you. It’s garbage in garbage out. So the better your prompt is, and the more context that you provide, the better. The result will be when it comes out of of the prompt, or the better the result will be when it actually delivers a result for you. The. Thing to think about with what you’re talking about with the number of documents you can upload or the amount of information you can feed it.

It’s called the context window. And depending on the large language model that you’re using, it has different sizes of context window. Like GPT 4 has 80, 000. tokens. I think of context. But club three has a much larger [00:25:00] context window, so you can upload bigger documents and more information and it will retain all that information when it’s producing the result.

And that’s one of the primary reasons that it It’s really good at producing great content because it can take into account the full context of all the things that you upload, whereas some of the other models like GPT 4 with the context window being smaller, sometimes it runs out of space and it’ll miss some of the nuances from there.

Jordan Haines: I love that. 

Jeff Morgan: So I, I think that that framework is really helpful. I didn’t honestly, I didn’t even know what a context window was. So I think That’s,

Jordan Haines: really valuable to understand. Honestly, the sense, the more that I work with AI and the more that I work with you as it relates to AI, I’m realizing like, Hey, this is this is a learning curve, right?

But if I can crack that learning curve. The productivity at the end of that could be really valuable. I know you’re using some other tools. Why don’t you tell us, are there any other tools that you’re using that you want to call out specifically for advisors to hear? [00:26:00] 

Jeff Morgan: yeah, I think another really, really valuable tool is called perplexity. And the best the thing that that’s really good at, it’s basically a search engine that combines a large language model with the search. So if you go to perplexity and you ask it to do any kind of writing or any kind of research on your behalf it will deliver really, really high quality results.

And so just imagine one of the downsides of using cloud or GPT four is that like the, the training data. Only goes up to a certain date and time and then everything new is excluded. So if you want any kind of like new studies that have been published in the last month, or if you want any news related things, or if you want any new like content, that’s been published on YouTube or on a blog or anywhere on the Internet.

If you want all the [00:27:00] latest thinking or all the latest info or the latest news, those models are completely obsolete. They don’t work, but perplexity, on the other hand, it combines. Really powerful search with the large language model writing and thinking and predicting capabilities. So you’ve asked it a question like, I want to understand all the latest thinking on the financial planning industry and what the trends are happening this year, go out and find research studies.

That have been conducted by any of the leading people in the financial planning industry and tell me about what the top insights were for me as an advisor, and you could say from an investing perspective, or you could say from a marketing perspective, you could say from any, any question that you might have, and it will go out and do the search, find [00:28:00] the articles, consume all the data within those.

Studies or articles or PDFs or whatever it finds online feed that into the the large language model context window, and you can pick which one you want. You can do cloud or GPT for a variety of other ones. You pick which model you want it to to feed the data into, and then it will take that data and write a summary or whatever you ask for it from that research that it does.

And so I. I find myself using perplexity probably more than any other AI tool right now, 

Jordan Haines: Hmm. 

Jeff Morgan: because it’s always giving me the latest and greatest information about the topic that I’m interested in.

Jordan Haines: So I’m thinking of perplexity as a research assistant. in.

some capacity, right? As advisors, those of us who have done any sort of education, like example, myself, I’m a CFP, right? I, on the top of my [00:29:00] head, I can remember maybe 30%. And I’m I don’t know if that’s a good thing or a bad thing.

I’ll let people write me and tell me, Hey, you got to remember more, but I can remember maybe 30%. A lot of the things I know where to find it. I know how to Google it. And I’ve gotten really good at knowing what my sources are and things like this. What I’m hearing from you is perplexing might be a great place for me to just start my research.

Hey, what’s out there on, the latest with this different policy that the IRS is enacting. And what, what effect is that tax impact? Is that going to have on my clients? So that might be a really good place to just refresh really quickly when a client comes to us and we say, we were not a hundred percent sure.

We’re going to go look it up. It’ll let us know. It’ll also let us know industry trends. I think that that Hey, what are the greatest industry trends right now around this industry? Dennis advisors worked with Dennis. It’d be really fascinating to say, Hey, what’s the, the newest in dentistry right now and the thought leaders or people like that, that we can talk to so it’s, it seems like that’s your research assistant,

Jeff Morgan: So if I were to summarize the three tools and we’ll drop these in the show notes that are really awesome for you right now as chat GBT using that for, [00:30:00] um, for, for data gathering or not, not data gathering, data cleanup and refining, using that to create your own custom GPTs you’re using Claude for copywriting, right?

Jordan Haines: Writing awesome things. And you’re using a perplexity as essentially a research assistant, or to even add to that something that can help you refine data and look at the internet and find information about that. It seems to be that those are the top three tools right now. What are the price of these?

I’m curious. Cause I know for all

of these, I think you’re paying their like premium fee, but I don’t think it’s a lot. Tell, tell us what you’re paying right now for each one. 

Jeff Morgan: similarly priced. 20 a month 

Jordan Haines: Yeah. Yeah. To be able to help you accomplish these jobs. Like imagine I can hire a copywriter or I can get Claude for 30 bucks a month.

And I think that’s incredibly valuable. Now, yes, there’s a learning curve. You have to know how to talk to them same way. You’d have to learn how to communicate with a team member. What are the right things I’m going to say? How do I articulate this to them? And, and I think as we learn more.

There is an opportunity for advisors to use these other tools that weren’t built. And I want to be [00:31:00] clear, they weren’t built specifically for advisors, but advisors can get a lot of value out of these things. And I want to come full circle on that because you talked about that at beginning, a lot of the tools that we have right now for specifically advisors, while they’re functional, they might not have a lot of these additional features that many of these other tools have right now. What, what else would you want to talk about with AI? Any, any other thoughts or, or things as you think about the future of AI, things that you want advisors to think about? 

Jeff Morgan: Yeah I think a good way to wrap this up is just like, what’s the why? Why use these tools? And for me, it’s been primarily time savings. So I would estimate that I’m saving anywhere from eight to 15 hours a week of my time by leveraging a variety of AI tools. And if you think about the, like a lot of people are like, I don’t want to spend 20 bucks on, on, another tool.

But when you think about the [00:32:00] amount of time that you could potentially save, It’s like a drop in the bucket. If I say 15 hours of time in a week, how valuable is that to both my life and my company’s life and my ability to go out and do other things that only humans can do. So I, I would suggest that people like, don’t worry so much about the cost and don’t get.

Don’t be held back by the learning curve, but go in and just start playing with the tools, get to know what their, how they work, learn about how do you prompt them correctly. And I think within, with a, a fairly minimal time investment, probably like hour five, you’ll start to get five hours back.

Of of your life every month, so just a little bit of investment up front and curiosity and [00:33:00] willingness to try some new things will lead to a lot of benefit in your life.

Jordan Haines: And I want to add my advisor filter and my two cents here on this. A lot of you will hear Jeff and I and you’ve probably heard us talk about this in the past. One of the reasons elements exist in the world is to save advisors, time, time in preparing for that uniquely human conversation that you’re having with clients, right?

If I can cut down the time it takes to provide value to clients from 60 days to 10 minutes, that’s really valuable to me. And the reason that this matters is there’s a lot of data to back this up. 

Advisors who spend more time doing the things that only advisors can do, which is sitting in front of clients, having conversations, driving behavior, change, doing those things that we know that we’re uniquely suited to do that technology cannot replace the more time that I spend as an advisor doing that naturally as a more productive firm for me.

More relationships, more referrals, more conversations. These are all really good things for advisors. 

So it’s not just time savings for time savings, like point, right? Like I don’t want to just save time. I guess if, if you have a [00:34:00] highly productive practice, you’re happy with where it’s at and you’re just ready to cut your hours from a full working week to 20 hours a week and hanging out or going on a sabbatical.

That’s fantastic. A good reason to use something like this, but I think with AI and all these tools, if you have that goal, that ideal in mind, why are you trying to save time on here? And, and. I would, I would petition advisors to think it’s the reason we want to save more time is because it frees you up to do the things that only you can do as an advisor, which is the human connection with other clients, managing a team, right?

Doing the things that only you can do. So think about that. That’s my parting thought. Jeff, any other parting thoughts before we sign off here? 

Jeff Morgan: Oh, it’s just been great to be here today talking about. One of my favorite topics and fun to be on here with you. So I look forward to doing it

Jordan Haines: Yeah, I love it Okay. Find us on LinkedIn. Find us. I don’t know. Are you on Twitter, Jeff? 

Jeff Morgan: Yeah, I think LinkedIn is probably the best place. I’ve been trying to write at least one article a week on there. So if you want to follow [00:35:00] me on LinkedIn, that would be great. Just search for Jeff Morgan. And I’m the one that works at Elements.

Jordan Haines: Find us both on LinkedIn. We’re happy to chat and give it, let us know any thoughts that you’re having on the show. Otherwise we’re excited to hear from y’all next week. 

Show Notes

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