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I use GPT-4 every day. I recently told someone my day would be ruined if GPT-4 wasn’t working. That’s not an overstatement.
Much has been written about GPT-4. Few predicted AI would advance this far so soon. The future is both promising and scary.
AI’s natural language and contextual understanding and comprehension may enable you to create highly personalized financial plans. It could also pose a threat by permitting clients to engage in extensive financial planning without your guidance.
You can integrate GPT-4 into chatbot systems to engage with a more extensive client base. GPT-4-powered chatbots can provide initial consultations, answer common questions, and guide potential clients through basic financial planning processes. By automating initial interactions, you could focus on clients with more complex needs while providing valuable support to a broader audience.
Here are some tips to make your use of GPT-4 more efficient.
ChatGPT Plus
ChatGPT Plus costs $20.00 per month.
Here are some of the advantages of being a subscriber:
1. General access: Subscribing to ChatGPT Plus ensures access to ChatGPT even during peak times.
2. Faster response times: ChatGPT Plus subscribers receive faster response times from the model, which means reduced waiting times between your messages and the model's responses.
3. Priority access to new features: OpenAI often introduces new features and model improvements. ChatGPT Plus subscribers get priority access to these updates.
4. Improved support: Subscribers receive priority support from OpenAI.
The most compelling reason to subscribe to ChatGPT is access to GPT-4. GPT-4 is generally considered“more reliable, creative, collaborative, and able to handle much more nuanced instructions than GPT-3.5.”
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MacGPT
Here’s a hack that saves me significant time.
Before I learned it, I would have to go to the URL for GPT-4 and then enter my request. That may not seem like a big deal, but doing so countless times a day adds up.
Then I discovered MacGPT. I downloaded the app and was able to place ChatGPT in my dock. Now, I click the icon and start communicating with GPT-4.
Sources
Because you are in a regulated industry, you are required to have sources for all material facts. Getting references that GPT-4 relies on when it generates content is challenging.
Here are some prompts I use that work:
“List your sources at the end of the blog.”
“List your sources, including URLs, at the end of the blog.”
While these prompts are better than nothing, they still leave a lot to be desired. Most of the links provided need to be fixed. The list of resources is incomplete.
I still need to do my own research, which is good because it forces me to verify every fact for accuracy. GPT-4 has been known to generate inaccurate content.
AI Writer is the only AI content-generation platform I’ve found that lists sources for all facts. I’m testing it against the content created by GPT-4 and will report on the results.
In the interim, I recommend you experiment with GPT-4. You’ll be impressed by what it can do.
Dan trains executives and employees in the lessons based on the research in his latest book, Ask: How to Relate to Anyone. His digital marketing firm makes extensive use of artificial intelligence to help advisors increase their SEO rankings and improve their marketing and allows advisors to integrate AI into their practices.
Read more articles by Dan Solin
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.
