How to Leverage AI to Become More Efficient and Win More Business
We should always be looking for ways to improve—in business, in communication, in life. And in today’s world, we’re playing a game that’s all about leverage: of time, knowledge, and resources.
Information is power. The more you expose yourself to new ideas, perspectives, and insights, the more your intelligence compounds. You don’t become smarter by doing everything yourself—you get smarter by using tools and meeting those that help you learn faster, think deeper, and take action more efficiently.
That’s where AI chatbots like ChatGPT and Grok come into play.
I’ve been exploring them for a while now, and honestly, I’m blown away. I actually hate generic google search now. I think in the next 5-years, the entire landscape on how we search for things will change.
Maybe even faster…
Now, I don’t use these tools to create my own action figure or an image of myself as a superhero like some of these freaks.
I use it to help me get better in business, in communicating, and in life.
But just like any tool, it works best when you know how to use it. What I’ve discovered is that the outputs get better when you start prompting it with precision and giving more background.
Here are some of the ways I’ve been using AI chatbots to elevate my work, become more efficient, and ultimately serve my clients better:
How to Get Better Responses from AI: Prompt Like a Pro
Here are some prompts that may be helpful (courtesy of Grok…)
Problem-Solving: "Act as an expert consultant and provide a step-by-step plan to [specific problem, e.g., start a small business on a $5,000 budget]." (Be specific for tailored advice.)
Learning & Explanation: "Explain [complex topic, e.g., quantum computing] as if I’m a curious 12-year-old, using simple analogies." (Adjust age or depth as needed.)
Critical Thinking: "Debate both sides of [controversial issue, e.g., universal basic income], citing evidence and reasoning for each." (Encourages balanced analysis.)
Productivity: "Create a prioritized to-do list and schedule for [specific goal, e.g., preparing for a job interview in 3 days]." (Include constraints for precision.)
Self-Reflection: "Ask me 5 thought-provoking questions to help me clarify my goals for [specific area, e.g., career or personal growth]." (Interactive and introspective.)
Analysis: "Analyze the pros and cons of [decision, e.g., switching to a remote job] based on current trends and data." (Works if I search for real-time context.)
Here is another thread with other helpful prompts.
You can respond to the outputs: “Instead of X, use Y.” Give it feedback. It’s not always right—but it will improve with clarity.
Just don’t put personal info in; this is all open-source and not protected.
Client Communication & Education
Writing & editing – I will ask these tools to help me create educational content for clients and prospects, covering investing philosophies, tax strategies, market behavior, and financial planning. I have found it most helpful to “vomit” into these tools with a bunch of information that’s on my mind, and then have them help me organize and make more concise.
Turning blogs into social media posts – You can repurpose long-form content into digestible LinkedIn and Instagram posts, often with a clear call-to-action or saving yourself the time. You’ve already wrote that long email or blog post, have these tools turn it into a short social media post!
Crafting client messages – I’ve been trying to get better at simplifying messages. Especially with finance, so many acronyms and jargon. I use these tools to help me become more concise, clear, and informative.
Content Creation
Mission statements & brand language – I’ve used AI to help refine my firm's mission statement and to give ideas for our website.
Analogy-driven storytelling – One of my favorite ways to simplify complex financial concepts is through storytelling. I will prompt these tools with the story I have in mind or the main message and they help me get it done.
Meeting Prep: Before a client or prospect meeting, ask AI to help you prepare by generating tailored questions based on who you’re meeting with. Often times, the questions you were going to ask are already listed, but there may be one or two you hadn’t thought about which can be a game changer.
Editing for Clarity: From social media posts to emails, use AI to tighten up grammar, improve clarity, and make my communication more concise—without losing your voice. We all know when someone sends us an email that was written 100% by AI. I don’t use these tools to do all the work for me, I use them to make my existing work better.
Personal Efficiency & Life Planning
Home renovations – I’ve leveraged these tools to help me with design ideas or generate images based on what I was thinking.
Organizing thoughts & priorities – Turn broad ideas into clear, actionable steps. Use these tools to help you find places to eat, vacation ideas, or consolidate ideas.
I had a client leverage ChatGPT to write up a letter to a seller on why they deserve to buy the home. They tweaked it and made it personal, and what do you know, they had their offer accepted in a competitive process…
The old way of searching for answers is fading fast. You don’t have to wade through a dozen links anymore. You can get tailored insight instantly—but only if you know how to ask for it.
This isn’t about outsourcing your brain. It’s about upgrading your thinking. AI is the spark that gets the wheels turning. Remember — it’s the start that stops most people. And now you are running out of excuses for “I don’t know where to start.”
So my recommendation? Don’t resist it. Embrace it. Use it to sharpen your skills, communicate better, and win more business.
FYI - I don’t consider myself an expert here so if you have any helpful tips, let me know!
Disclosure: This blog is for informational and educational purposes only. It is not intended to provide specific advice or recommendations for any individual or business. Always consult with a qualified professional regarding your unique situation before making decisions related to financial planning, technology use, or business strategy.