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.
Kicking off this week, we are examining AI prompts that aren’t working, contingency planning in case of a crisis, and networking missteps. We are beginning with a piece that peels back why your AI prompts aren’t producing results. Our second blog explains the importance of having a contingency plan in place in case of an unforeseen emergency. Finally, we are closing out with a piece that outlines networking mistakes that many advisors make.
If your AI results are often disappointing, this piece provides a framework for writing effective prompts to unlock AI’s full potential.
This blog explains that taking important steps now can help ensure your clients are taken care of and your business is protected in case of a crisis.
Do you mix up the kinds of networks you tap into? This article says not to make the mistake of overlooking these five networks.
