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.
Artificial intelligence is the name of the game for this week. From the human side of AI, to using AI in your practice and showing up in AI searches, we have you covered. Our first piece says that advisors are using AI to build client bonds. Next up is a piece that examines the benefits of AI in your business. Our final blog explains how to “get found” on AI tools.
Contrary to popular belief, advisors can actually harness the power of the human side of AI. This quick video says AI doesn’t replace human interaction, instead it enhances it.
This piece highlights research that indicates there are 5 key areas advisors are using AI tools to solve problems in their practices. Read on to learn what they are.
Ever wonder how you can show up as a top recommended advisor in AI tools? This is a great read that explains what large language models (LLMs) are and how to optimize your content for AI tools.
