Utilizing AI
Give atleast 2 AI tool that we can use as Financial Advisors.
ChatGPT, Gemini, Copilot, Zoho CRM, HubSpot, Crystal, Lavender, Flowrite, Grammarly, Notion, Click Up, Asana,
Gen Zs grew up as "digital natives" with widespread internet access and social media from a young age.
They are those born between what year?
1997 and 2012
What's the expected workforce share of Gen Zs by 2035? (2026 - 27%)
31%
Complete the statement :
"AI is not replacing advisors. AI is ______ the advisors."
Sharpening
Based on studies, how many Gen Z feel stressed about money daily and experiencing financial anxiety?
68%
With proper training and mentorship Gen Z can become top producers, team leaders, agency builders and industry change makers. Which makes them The ______ __________.
The Future Powerhouse
How does time management framework look like with AI?
30% admin. 70% clients.
Gen Z's endless access to options creates paralysis, leading to delayed decisions, constant research loops, and difficulty committing to any single financial path.
What does FOBO stands for?
Fear of Missing Out on a Better Financial Choice
To attract Gen Z into insurance we have to focus on :
____, not just pay.
_______, not just management.
______, not just job titles.
_______, not rigidity.
Purpose
Mentorship
Growth
Flexibility
In content creation, since AI helps create social media posts, infographics, videos, email scripts and education materials, what would the outcome be?
1. Less generic.
2. More relevant.
3. More engagement.
Since Gen Z rejects pushy sales tactics and wants advisors who empower, not dictate. We use this style when selling to them.
Anti-Pressure Style
What does Gen Z look for in a career?
1. Purpose and Meaning
2. Mental Health Balance
3. Career Mobility
4. Alignment with Personal Values
What does the advisor of the future would become if powered by AI? (Give all three answers)
More strategic.
More human.
More impactful.
What's our human edge vs AI?
1. Data Mastery
2. Emotional Intelligence
3. Trust Builder
When recruiting Gen Z, instead of saying "Sell insurance and earn money" we have to shift our recruitment message to :
“Build a meaningful career that changes lives, grows with you, and gives you freedom.”