Glassman Wealth recently held our AI for Real Life webinar where we focused on practical, real-world uses of AI tools like ChatGPT, Gemini, and Claude. From smarter research and travel planning to prompting techniques that get dramatically better results, the goal was to make AI feel approachable and useful, not overwhelming or intimidating.
You’ll find the full video recording and presentation slides (PDF) at the links below. We’ve also provided a written summary below, if you’d rather skim the highlights.
Video Recording
Presentation Slides
Quick Takeaways
Stop searching. Start talking.
- AI is a conversation partner, not a search engine
- Specific, contextual prompts get dramatically better results than keyword searches
AI makes stuff up — always verify
- Every platform “hallucinates” and answers confidently even when wrong
- Treat it like a smart intern, not an encyclopedia
- Always confirm facts before acting on them
Protect your privacy
- Don’t paste sensitive information
- Keep questions general — you get enormous value
- Paying for a subscription doesn’t mean your chats are private
- Be sure to opt out of data training in Settings → Data Controls
Pick one tool and get good at it
- ChatGPT: best all-around, widest features
- Claude: long documents, nuanced writing, deep reasoning
- Gemini: best if you live in Google’s ecosystem
- Perplexity: research with live citations, great for reducing bad info
Make AI know you
- Set up custom instructions so each conversation starts with AI already knowing who you are
- Upload emails you’ve written so it can match your voice and style
- Consider sharing your personality profile (Myers-Briggs, DISC, Kolbe) for better-tailored advice
Prompt like a pro
- Role → Context → Task → Constraints → Output
- Ask AI to improve your own prompt before answering: “Rewrite this as an expert-level prompt, then answer it”
Features worth using today
- Voice mode: hands-free, real back-and-forth conversation — in the car, on a walk, anywhere
- Live camera: point your phone at anything and ask questions in real time
Agentic AI is already here
- AI that doesn’t just answer but acts — monitoring prices, booking research, building itineraries end to end
Your challenge
Open ChatGPT or Claude tonight and ask it something you’ve been wondering about. Just try it once.
And one more thing.
If you have a team, organization, or group who would benefit from a version of this presentation, I’d be glad to make that happen. Reach out to us at info@glassmanwealth.com and we can talk through what that might look like.
