Harnessing AI for Personal Productivity

Heather Murray has given some great tips on using AI as part of her AI for Non Techies Series with NextGen Planners. Something that really caught my attention was her tips on boosting personal productivity through a tailored AI productivity stack. There are so many ways to build your own AI productivity stack depending entirely on your needs. Whatever stage you are at in your career hopefully there are some useful takeaways in this whistle stop tour.

1. Creating More Time in Your Day

For financial planners, time is a precious commodity. AI tools can help you make better use of your time by automating routine tasks. Motion, an AI calendar, for instance, can automatically schedule tasks and find the best times for meetings, allowing you to allocate more time to client consultations without the hassle of manual scheduling. With built-in AI note takers like Sybil, you can also have comprehensive meeting notes, freeing you from the tedious task of note-taking during client meetings.

2. Thinking Clearly with AI

One of the key takeaways from Heather's discussion was the ability of AI to help transform thoughts into structured plans. AI tools like CoveAI allow you to create mind maps and project plans from abstract ideas. This capability can simplify the often overwhelming thought processes by breaking down projects into actionable tasks.

3. Learning in a New, Interactive Way

AI can also help with learning. With tools like Perplexity and NoteBookLM, you can absorb information dynamically. These tools allow for a more engaging learning experience by turning research on regulatory changes or market trends into interactive, personalised content. This is a significant departure from the traditional static methods of learning, offering a more personalised approach that aligns with individual learning styles.

4. Creating More Time in Your Day

For financial planners, time is a precious commodity. AI tools can help you make better use of your time by automating routine tasks. Motion, an AI calendar, for instance, can automatically schedule tasks and find the best times for meetings, allowing you to allocate more time to client consultations without the hassle of manual scheduling. With built-in AI note takers like Sybil, you can also have comprehensive meeting notes, freeing you from the tedious task of note-taking during client meetings.

5. Enhancing Mental Wellbeing

Another insightful aspect Heather covered is the use of AI for mental wellbeing. AI tools like PI or custom prompts designed for mindfulness exercises can provide emotional support. These tools can offer short, effective mindfulness sessions that help maintain a balanced mental state, ultimately leading to better decision-making and a more focused work approach.

Whether you're managing personal stress levels or streamlining your project planning, the right AI tools can be the secret ingredient to crafting a successful, modern and efficient financial practice.