Elevating Your Financial Practice With AI


Richard Hanna



60 Minutes

9 Lessons

Welcome to “Elevating Your Financial Practice With AI” an innovative course designed to transform your approach to client engagement, marketing, and content creation in the rapidly evolving financial sector. As a forward-thinking financial advisor, you are about to embark on a journey that will introduce you to the cutting-edge world of AI-driven communication and marketing strategies. This course is meticulously crafted to provide you with the skills and knowledge to leverage ChatGPT, a groundbreaking tool in artificial intelligence, to elevate your services, connect more deeply with clients, and stay ahead in a competitive market.

Whether you’re crafting captivating event invitations, engaging social media posts, insightful market analyses, or optimizing your online presence, this course is your gateway to mastering digital communication like never before. Get ready to unlock a world of possibilities, enhance your professional toolkit, and redefine the way you connect in the digital finance landscape. Your journey towards becoming a tech-savvy, innovative financial advisor starts here!

Was: $699.00 Now: $299.00
For a limited time only save $400

AI Course Book

5 Mins

Chapter 1

Understanding ChatGPT

Chapter 2

Event Planning with ChatGPT

Chapter 3

Enhancing Client Communications with ChatGPT

Chapter 4

Leveraging Social Media with ChatGPT


Mid Course Quiz

Chapter 5

SEO Optimization with ChatGPT

Chapter 6

Website Content Development with ChatGPT

Chapter 7

Crafting the Perfect Marketing Email with ChatGPT

Bonus Chapter

Mastering Prompt Engineering for Optimal ChatGPT Content

After Course Exam

Final Exam

Instructor: Richard Hanna
Richard Hanna serves as the Digital Marketing Manager for Sound Income Group, where he plays a pivotal role in integrating cutting-edge AI technology into the company’s operations. An innovator in his field, Richard was instrumental in introducing AI solutions to Sound Income Group, significantly enhancing the company’s digital marketing strategies and client engagement processes.

Schedule A Complimentary Consultation

Virtual Meetings Available

Carter Financial Group is a full-service financial firm dedicated to helping those in the Texas area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Carter Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Insurance products are offered through our Affiliate Advisors Academy LLC.  Carter Financial Group and Sound Income Strategies, LLC are not associated entities. Carter Financial Group is a franchisee of Retirement Income Source. Retirement Income Source LLC, Sound Income Strategies LLC, and Advisors’ Academy are associated entities. © 2023 Carter Financial
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Learn More About Mandee

In preparation for her continuing the family business and taking over full time once Dee retires, Mandee Carter, the Vice President and Associate Advisor of Carter Financial Group, has been working alongside her father running the day-to-day business and learning the ropes, so to speak, since 2017.

Mandee received her BS in Psychology in 2016 and started her career in the Financial Industry in 2010 when she started helping in the office. After acquiring her degree, she came on full-time in March 2017 as Dee’s business partner and Main Associate Advisor helping clients navigate the intricacies of investing for retirement and overall successful financial planning.

In 2021, she was named an Elite Producer with American Equity amongst other accolades.

In Mandee’s spare time, she likes to go to the gym, spend time with her boyfriend, friends and family. She is an animal lover and rescuer. She has 2 German Shepherds that she rescued from the shelter 6 years ago. She still enjoys almost all things Psychology related and is constantly researching something. She enjoys meeting new client prospects and likes speaking with her current clients. She loves helping people.