Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career

Episode • Apr 29 • 54m

Today on the podcast, Rusty and Robyn are joined by Judith Peterson, Chief Marketing Officer at DwellFi and SteerCo Member of the Women’s Accelerator Network in NYC. Judith Peterson, based in New York, NY, US, is currently a Chief Marketing Officer at DwellFi. Judith Peterson brings experience from previous roles at Intertrust Group, Cerulean Sky LLC, Ultimus Fund Solutions and Broadridge. Judith Peterson holds a 2013 - 2016 Columbia University - Columbia Business School. With a robust skill set that includes Business/Sales Development, Brand Creation & Management, Media, PR, and Analyst Relations, Digital/Social Media, Networking and SEO, Consulting and Project Management and more. Judith Peterson has 2 emails and 2 mobile phone numbers on RocketReach.

Key Takeaways

[03:42] - Judith’s professional background, more on her current role at DwellFi and why she is fascinated by emerging technologies
[05:06] - Why does DwellFi describe itself as an AI first company and how do they aim to revolutionize this industry?
[06:58] - How can AI help financial professionals expand their reach and better tailor their job search to uplevel their brand in this industry?
[09:06] - What does teaching AI to learn your tone and style look like in practice?
[11:19] - How can having someone interview you help you define your persona?
[12:58] - What advice does Judith have for those just starting to use AI in their career? How do they get over that feeling of being overwhelmed or confused by it and start experimenting?
[14:52] - If Judith could give every financial professional one AI tool and one mindset shift, to transform their career, what would those be?
[20:27] - What are some of the most common missed opportunities that Judith sees on LinkedIn profiles today?
[21:35] - What role should visual elements play in personal branding and how should people approach this creatively?
[24:28] - For those trying to break into a new niche, or a new industry, how does Judith recommend leveraging AI-powered networking on platforms like LinkedIn?
[26:05] - What are some of Judith’s favorite AI tools for building a professional brand or doing smart networking?
[27:08] - Why does Judith see AI as a tool for empowerment, rather than a threat, for women in the industry?
[30:13] - Why does Judith think women are uniquely positioned to lead in AI?
[31:43] - Why is discernment such a valuable skill and how can women better cultivate that and showcase it in their careers?
[35:02] - What is the significance of the terms “skim” and “dive” in the context of LinkedIn and what should we take away from these concepts?
[36:48] - How can AI help build confidence, rather than reinforce comparison culture?
[39:44] - What is Judith’s 90 day marketing metamorphosis and how does it better position women to lead at the C Suite level?
[43:05] - Why does Judith say that AI has a twofer effect for women?
[45:36] - What excites Judith the most about the future for women in AI powered industries and how can we ensure we don’t miss this moment?
[46:30] - What is currently Judith’s favorite investment idea?

Quotes

[10:50] - “This is, I suppose, kind of a pro tip that someone taught me, but if you don’t know how to ask [AI], go into the program and say this is the outcome I want, help me write a prompt for that…that was a little mind blowing for me.” ~ Judith Peterson

[14:01] - “I think what’s interesting is that, right now, the trend that I see is that most people think transactionally with AI, with the public tools, they don’t think strategically…but…[you just need to] get in there and let it be messy…there’s zero perfection [necessary] with this..” ~ Judith Peterson

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Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

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