Want to live your Charmed Life? Then start using AI like your personal CFO. In this week’s episode of Business Brain, Shannon and Dave explore how to feed your business and personal finances into tools like ChatGPT to uncover waste, optimize spending, and build smarter systems—without relying on spreadsheets or budgeting apps. Think of it as hiring a ruthless, data-loving advisor who doesn’t sleep. They also cover tools like Granola.ai that help you record, summarize, and learn from meetings so you can sharpen your messaging and become a better closer.

You’ll learn how capturing and analyzing your data—everything from transcripts to bank statements—can help you build better habits, fine-tune your systems, and grow your revenue. The magic isn’t in working harder; it’s in working smarter with the help of powerful AI tools that are finally accessible to all of us. If you’re trying to scale, coach, or just stay organized in a sea of digital noise, now’s the time to pattern match your way to success.

Categories: Episodes

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