Continue to site >
Trending ETFs

AI Prompts, AI Hacks and AI’s Impact on your Marketing Strategy


Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.


There is no question that AI is hot, hot, hot—this week we are focused on all things artificial intelligence. Our first piece examines prompts for better AI output. Our second piece highlights AI hacks for advisors. And finally, we have an article that discusses AI’s effect on professional marketing.


This piece explains that smart prompts provide better output. Check this blog out for three things all advisors should be telling AI.



We all know by now that AI can help your advisory business. This piece provides three unique AI hacks specifically for financial advisors.



If you have been paying attention to your website metrics lately, chances are you’ve noticed you may be getting fewer visitors. This author says it is time to revisit your marketing strategy for the AI-verse.