I had the chance to interact with Richard Canfield’s bot, and what truly sets it apart is its ability to address questions related to wealth and finance.
One of the standout features of the bot is how well it handles complex financial questions. For example, I asked it,
“What are the drawbacks of Whole Life Insurance?”
The bot explained that while whole life insurance builds generational wealth, drawbacks include higher premiums, long-term commitment, and lower returns compared to other investments. It also emphasized the need for active participation to maximize benefits.
I was curious to see how well it understood both Richard and myself, so I asked it about our interactions.
What stood out right away was its ability to highlight a podcast we did together. The bot didn’t just pull up random data; it remembered relevant content, showing a level of contextual awareness that’s impressive for an AI.
It will show you citations if you ask, which are mainly the internal files that train the bot, plus Twitter.
This is a really cool feature, as it gives you a transparent view of what’s driving the bot’s knowledge base. You get to see exactly where the information is coming from, whether it’s internal resources or real-time data from Twitter.
The default tone is flowery and inquisitive.
I love this! It makes interactions feel more like a conversation rather than just a Q&A session. The bot’s inquisitive nature keeps you engaged, prompting you to think a little deeper and get more out of the interaction.
You can ask a chatbot about the subject matters it covers.
Want to know what topics the bot can help with? Just ask. It’s always good to understand the scope of what you’re interacting with. This helps you have a more focused conversation and ensures you’re getting the best responses.
My favorite question to ask bots (which you should always consider asking, too) is to reveal its intent.
AI experts agree—knowing the bot’s intent is even more powerful than just the size of its knowledge base or processing power. By asking about its purpose, you get a sense of its core functionality, and you can interact with it more purposefully.
The suggested questions are a nice touch to keep the conversation going.
I really like how Richard’s bot provides suggestions to keep the dialogue flowing. It’s not just about answering questions; it’s about creating an ongoing, dynamic conversation. These prompts help you stay engaged, explore new topics, and make the most of your interaction.
One great example is the suggested question, “What is the infinite banking concept, and why is it important?”
The bot answered this perfectly, explaining the foundational principles of the Infinite Banking Concept® and its significance in achieving financial independence.
If you’re curious about how Richard Canfield’s bot works and want to give it a spin yourself, you can interact with it directly here: https://www.delphi.ai/richardcanfield
