☕ Advisor Sunday Brew: ChatGPT for advisors 🤖


“Growth and comfort do not co-exist.”


Hey Sunday Brewers! 

You don’t want to miss this edition of the ‘Brew. Lots of value inside, including:

💎 New study shows robots may make you more productive.

💎 10 ways advisors can motivate pre-retirees to take action

💎 Info about one of my biggest shortcuts for instantly standing out.


The First Sip


A third-grade teacher in Washington D.C. has gone viral online for her creative “Tattle Box” where her little students fill out forms to tell on their classmates.

Tired of constantly being interrupted when teaching, teacher Jillian Magee turned a tissue box into a place for “tattle telling” on fellow students.

The results are hilarious.

“Tattle Forms” have poured in over the past few days, saying things like:

🤪“Corey keeps staring at me.”

🤪 “Amy said we should live on a lily pad.”

🤪 “Sarah keeps on getting in people’s business.”

🤪 “Hunter is making annoying noises. I asked him to stop and he said no. It gave me a headache.”

🤪 “Charlie called me a sponge.”

The Tattle Box was so successful that Jillian also decided to create a box for compliments, called the “Shout-Out Box.”

She says it’s been even more popular than the Tattle Box, with shout-outs like:

🤗 “Harry is helpful when I’m sad.”

🤗 “Thanks Megan for being the best friend I ever had.”

🤗 “Hattie stands up for me.”

Jillian plans to continue using both boxes as a way of encouraging her students to communicate and express their feelings.


1 Caffeinated Neurohack


Still skeptical about ChatGPT and its potential?

A new research study out of MIT makes a pretty good case for the tool’s usefulness in driving productivity. 

The team analyzed 444 white collar workers performing writing and editing tasks related to marketing, HR, and data analysis.

Participants were split into two groups: One that used ChatGPT and one that did not.

After performing assignments, their work was graded by evaluators who analyzed for speed and quality.

The goal was to see if ChatGPT was a help, hindrance, or had no impact.

The results were pretty eye-opening.

“The ChatGPT using group was 37% faster at completing tasks (17 minutes to complete vs. 27 minutes) with roughly similar grades, and as the workers repeated their tasks for improvement the ChatGPT group’s quality went up significantly faster,” the report explains. 

In other words, ChatGPT made the work faster without any dip in quality.

We discussed some of the powerful ways advisors can use ChatGPT in last week’s Power Hour. 

I’m curious – have you tried it out yet? Hit “reply” and let me know.

☕  TL;DR: New study shows robots may make you more productive.


Marketing Psychology Quick Hit


According to a recent Forbes article, there are 10 ways financial advisors can motivate behavior change among pre-retirees.

Here are 5 of my favorites:

  1. Influence them with stories of people who faced similar decisions, and ask them to reflect on the stories of their family and friends.
  2. Break the process into small, manageable steps, so it doesn’t seem overwhelming.
  3. Carefully balance positive and risk-avoidance messages. Stay neutral.
  4. Strategically use loss aversion and framing. Most people prefer to avoid losses, but it’s important to define the loss they want to avoid.
  5. Provide lots of encouragement and congratulations as they complete each decision.

You can find the full write-up here.

☕  TL;DR: 10 ways advisors can motivate pre-retirees to take action


What’s New in SHIFT Nation?


The Standout Summit was epic 🤯

But if you thought we were done dishing out tactical value….think again!

I’m offering a one-time encore Bonus Session TOMORROW that will give you my biggest shortcut for instantly standing out.

Click here to reserve a seat! 

(This is a limited capacity event, so please register ASAP.)


Weekly Industry Catch-Up


🔹 Low on cash. A new study finds 34% of people are living paycheck-to-paycheck, leaving 47% of these folks fearful that they’d be able to pay for basics like food. These findings come as the fear of a global recession looms. 

🔹 Benefits of the year. A brand new survey of U.S. small business owners finds the following benefits to be the biggest priority: (1) health insurance (68%), (2) life insurance (43%), retirement plans (34%), and PTO (31%).

🔹 Inflation numbers. A key Fed inflation gauge rose by just 0.3% in February, which is less than was anticipated. On a 12-month basis, the core PCE increased 4.6%, a slight deceleration from the level in January.


Be Well

Jeremiah D. Desmarais

CEO, Advisorist


#1 in ROI-Driven Training for Advisors

Jeremiah Desmarais

Jeremiah Desmarais

Jeremiah is the founder and CEO of Advisorist® and is a 23-time award winning financial marketer, a TED speaker and philanthropist. He’s been featured on Forbes, CNN, and Worth. His work has generated over $2 million insurance leads and helped advisors in over 51 countries generate over $300 million in sales commissions. He is the author of the best selling book, SHIFT.

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