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Wealth Management GPT
Technology, Information and Internet
Newtown, PA 1,125 followers
Giving Advisors Superpowers: The power of intelligent wealth management enabling advisors to grow and their business
About us
In an era where clear and concise communication is crucial, Wealth Management GPT empowers advisors with a suite of powerful AI-driven features to enhance their marketing capabilities, improve communications, streamline their workflow, deliver more personalized experiences, and ultimately save time and money. By harnessing the power of advanced natural language processing, Wealth Management GPT provides advisors with the ability to take control of their own narrative. Key features of Wealth Management GPT include: 1. Specific Advisor Use Case Templates: Everything from the ability to create a 500-word blog in 30 seconds or less to delivering investor-friendly financial education on complex industry topics. 2. Intelligent Content Suggestions: Analyzes the context and purpose of the advisor's message, offering real-time suggestions for word choices, sentence structures, and overall tone. This allows advisors to create polished and engaging content effortlessly. 3. Personalized Client Communications: Allows advisors to tailor their communications to the specific needs of clients and prospects, fostering stronger relationships and delivering on a differentiated client value proposition. 4. Simplistic Design: Advisors can effortlessly create content and leverage it across different mediums, ensuring consistent and professional communication with clients and prospects. 5. Delivers Significant ROI: Provides advisors with the ability to scale up their marketing and deliver content in ways that only larger firms can, but at a fraction of the cost and at a faster speed to market.
- Website
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https://wealthmanagementgpt.com
External link for Wealth Management GPT
- Industry
- Technology, Information and Internet
- Company size
- 2-10 employees
- Headquarters
- Newtown, PA
- Type
- Privately Held
- Founded
- 2023
- Specialties
- artificial intelligence, wealth management, wealthtech, fintech, advisor marketing, RIA marketing, Broker-dealer marketing, and wealth management marketing
Locations
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Primary
Newtown, PA, US
Employees at Wealth Management GPT
Updates
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Loving this post! Marc R. Butler
Google may have just had their own ChatGPT moment. Two days ago, they released an update to NotebookLM, already one of my favorite AI tools. You can upload PDF files or Youtube videos and it will generate summaries and Q&A for you. Simple but useful. Now, there's a button to generate a podcast. My first thought was what a useless feature, but the quality is simply unbelievable. This morning, I downloaded an 88-page eBook called "Narrow Path" about AI safety. I know, exciting. Here's a 1-minute preview of the podcast version I listened to while walking the dog. I listen to a lot of podcasts, and this is not the worst one I've listened to. There are a lot of implications here, but for now enough to say: wow. #genai #llm #notebooklm #podcast
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Wealth Management GPT reposted this
👏 ➡ Congratulations to David, Tim, Beth, and the entire team at Informa and WealthManagement.com for another amazing #wealthies event a week and a half ago! It was a fun night, and it was great to see so many friends, clients, and partners. The team at Wealth Management GPT was honored to be a finalist in our first year submitting for the awards, and I am highly confident we will be back in future years. Lastly, congratulations to all of the winners who can enjoy bragging rights for the next year, especially to the team at SIGNiX Digital Signature & eNotary Technology! 🏆 😎 Jay Jumper Pem Guerry Ali McCarthy, Ph.D. Jesse DeMund Karl Matthews Anthony Sims Jr. Tina Powell Susan Theder Kelly Waltrich John O'Connell, MBA Sid Yenamandra Oleg Tishkevich Peter Franco #wealthmanagement Wealth Management GPT Marc Butler
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Thank you, Geoff, for the mention! We appreciate it. Marc R. Butler
AI Hot takes for financial advisors… Part 2(b) – Quick Wins: ChatGPT and Beyond 1st up, some hot takes on common generative tools and then onto industry specific generation tools. 💬1. (Chat GPT) Text Most people know you can submit a prompt to ChatGPT to help you write an article, answer a question or a gazillion other things. Deep experts have written extensively on how to maximize use of ChatGPT. My only $0.02 to add to the conversation is to be careful and realize that if you overly rely on the tool you end up sounding just like everyone else. I consider myself to be a mediocre writer (probably because my wife is an amazing writer Deanna Moore) and like to use ChatGPT to double check my work. I find that it often strips my work of its humanity. One way to offset some of this is to try and use an industry specific tool. Industry Specific Tools: AdvisorX AI - Jonathan Michael Wealth Management GPT - Marc R. Butler 🎨2. Generative Images On the flip side I’ve found generative image tools to really help me illustrate the concept in my head. I’m a visual thinker and I lack the time, patience and skill to truly bring what is in my mind to life. That is until I discovered image generation tools. Microsoft Copilot does a decent job of image creation, but my favorite is still Midjourney – What I’ve been using for this series. It allows me to control details like aspect ratio and we just seem to have a spiritual vibe together. However, it does still take some tinkering. In today’s post I used the phrase: “excited people creating amazing estate plans” Where is that dude’s hand? Why does she have two right hands? Not perfect, but still pretty good. 👩🔬3. Generative (Industry Specific Tools, Estate Planning and More) This starts to get into the area where I’m not a CFP nor am I an advisor. It is a little harder for me to evaluate some of the more financial planning specific tools and I would love some practitioners to opine on what they have found useful in the comments. I have asked advisors “If I could give you a magic wish, no limits on time or money to build and give you something what would it be?” One answer has often been, help me with estate plans. It is hard to understand them (visualize), get an attorney to create one for my clients and lastly to get my client to act and execute one. Tools that use AI to help with client meetings in no specific order. Wealth.com - Thomas Kopelman, Samantha Russell, David Haughton, JD, CPWA® FP Alpha - Brad Frey, Charles Clark Holistiplan Vanilla *** Many of these tools are pushing the boundaries of what Compliance and Legal teams are comfortable with. Work with your firms to make sure you don’t cross over into the UPL (Unauthorized Practice of Law) or other areas where you may not be properly licensed to give advice. #AI #Wealthtech #Advisortech
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Congratulations to our good friend, Michael Casciano and the team at EVO Wealth Consulting on the launch of the Wealth Tech Solution Guide! We are humbled to be a part of this great community. Marc R. Butler Marc Butler
EVO Wealth Consulting launches the Wealth Tech Solution Guide with 22 Industry Leading Firms to help growth-focused wealth managers navigate the expanding landscape of wealth technology. Time is the most valuable resource for financial advisors. Independent advisors allocate that time between serving their clients, meeting with prospects and running a business. They don't have time to evaluate, let alone implement, new technology that can make their business and their client's experience better. FOMU, or the Fear of Messing Up, creates inertia because the pace of wealth tech innovation is advancing much faster than it can possibly be adopted by advisory firms. Why risk investing in a new solution when something better may come out in six months? EVO and our curated partners have created the Wealth Tech Solutions Guide to help RIAs better understand what new solutions exist, how they can be integrated into a firm's existing infrastructure, and how they can work together to create a differentiated, scalable and cost-effective platform for growth. The guide is just an introductory overview. We will continue to produce additional content that spans from data and cyber, through marketing and planning, to portfolio design, management, trading and analysis. We will soon introduce a demo portal, where advisors can view short videos that explain the benefits of these, and other, wealth tech solutions. The link to the full press release is below in the first comment. A huge thank you to the following firms that are partnering on this launch to create better educational content for independent, growth-focused wealth managers. AllocateRite, Asset-Map, Advyzon Investment Management, LLC. (AIM), Buckler, Dispatch, FCI, FP Alpha, Fynancial, Halo Investing, IMTC, JIFFY.ai, Jump - Advisor AI, Jacobi, Kwanti, Nebo Wealth, Proteus, LLC, Smartleaf Asset Management, Syntax Data, Vanilla, VettaFi, VRGL, Wealth Management GPT Future Proof, Joel Bruckenstein, T3 Technology Tools for Today, WealthManagement.com, RIA Edge (Part of Wealth Management EDGE), InvestmentNews, ThinkAdvisor, Rethinking65
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Special thanks to the YourStake team for including us! #wealthmanagement #wealthtech #AI
You want to incorporate AI solutions into your tech stack but are not sure where to begin. Our co-founder, Gabe Rissman, has been asked this question every time he's met with advisors at conferences and industry events. He has put together a free resource: a curated AI Tech Map that covers the 6 primary use cases of specific advisor tech. This resource will help orient advisors to discover the right solution for their practice and problems. With a spotlight on the first theme: Marketing and Content Creation, we share just what solutions exist beyond ChatGPT and Anthropic from industry leaders like Snappy Kraken, and FMG to newer platforms such as AdvisorX AI and Wealth Management GPT. Explore the YourStake Advisor AI Tech Map spotlight below or visit the full map here to view more companies: https://lnkd.in/evwvqPJb #FinancialAdvisors #AIinFinance #AdvisorTech #YourStake
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Wealth Management GPT reposted this
👏 We're pleased to share that the team at Wealth Management GPT is a finalist for the 2024 WealthManagement.com Wealthies under Marketing Automation in the Technology Providers category! Congratulations to the team and all of the other finalists. As always, we're looking forward to the big event in early September in NYC. Let's go! 🚀 Marc Butler Ali McCarthy, Ph.D. Michael Partnow Teresa Leno Matthew Beals, MBA Bill Coppel Tony Biancarosa, AWMA® Carrie Nelson Lindsey Allumbaugh Tim Welsh, CFP David Armstrong Shannon Rosic Michael Casciano #wealthies #wealthmanagement #wealthtech
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We're pleased to share that Bolton Global Capital has signed an enterprise partnership with us! In addition to all of its standard features, Wealth Management GPT will allow Bolton’s advisors to create AI-generated content in English, Spanish, and Portuguese—a feature exclusive to Bolton—to suit the needs of its international clientele. You can read more about this exciting news in the article that Citywire Americas published yesterday: https://lnkd.in/gHJKjpiB Congratulations to Matthew Beals, MBA, Adriana Rodriguez, and the entire Bolton Team, and thank you for your partnership! We enjoyed spending time with you and your advisors at your event in Miami recently. Marc R. Butler Marc Butler Ali McCarthy, Ph.D. John Ward Terence Dunphy Ben Harrison Peter Antonucci Shawn Rodgers Tim Foley Clayton Chandler #wealthmanagement #ai #brokerdealer #innovation #financialservices
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Congratulations to TradePMR and Bill Coppel! Thank you for allowing us to be part of your vision and a part of the fun last week in Vegas! Marc Butler Wealth Management GPT Marc R. Butler
🎇 I had a blast last week with Rob Dilbone, Carrie Nelson, and Lamar Pierce on the main stage at the TradePMR SYNERGY24 conference, announcing the launch of Apollo and what it means for TradePMR clients!🚀 📈 Apollo is a solution designed for growth-oriented RIAs and combines the best of behavioral science, communication strategies, content generation, a client resource library, coaching, and the opportunity to be part of a community. The team at Wealth Management GPT is proud to have played a role in the launch and the ongoing evolution!🌲 👏 Congratulations to Bill Coppel and his team for driving the vision and execution leading up to last week! Apollo represents one of the best investments I have seen a custodian or clearing firm deliver for their clients. Robb Baldwin Jessica Taylor Shores R. Scott Victoria, MBA, CFP® Tony Biancarosa, AWMA® Jon Patullo Atlas Point Allie Morgan #wealthmanagement #wealthtech #synergy24
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Wealth Management GPT reposted this
Hiring the right people and developing them is still a winning solution for firms of all kinds—RIAs, BDs, small advisory firms, wealthtechs, etc. Despite the quickly changing landscape across all aspects of wealth management, it still comes back to having the right people, at the right time, to deliver and grow with you. Mark Tibergien was talking about this when he was with BNY Mellon | Pershing, and it is still the right message. Three things I talk to my consulting clients about are: 1. Are the people who brought you success in the last 2-3 years the same people who will deliver success for you in the next 2-3 years? 2. Are you investing in the right disciplines to develop people (think mentoring, job shadowing, development plans, leadership training, etc.) and are they being driven from the top? 3. What does your Employee Value Proposition (EVP) look like? While this has been around for a long time, I am surprised that many firms do not have one. Peter Murphy Michael Partnow Ali McCarthy, Ph.D. Chris Zuczek Jay Jumper Tony Petsis Alexander Petsis, CFP® ChSNC® Lori Hardwick Michelle Feinstein Bryan Fort Sophie Howell Matt Harb #puttingpeoplefirst #talent #wealthmanagement #wealthtech #rias
Mark Tibergien: RIAs who hire best will finish first
citywire.com