Strategic Client Management: How to Build Stronger Financial Advisory Relationships

Learn how financial advisors can build stronger client relationships through better communication, trust, onboarding, and scalable service systems.
The Island Packet

Using AI in place of a financial advisor? 5 common mistakes to avoid

You might have found yourself there: Asking ChatGPT whether you should max out your 401(k) or put some extra cash flow toward your mortgage. Its answer was incredibly thorough, easy to understand, and ...
Hosted on MSN

Ex-Trump advisor: Platner won using the best parts of Trump’s '24 platform

CNN projects Graham Platner will win the Democratic Senate primary in Maine. Ex-Trump advisor Caroline Sunshine says voters chose him because he ran on some of Trump’s key economic issues and looked ...
Variety

Martin Scorsese Backs AI Company and Says He’s Using It to Storyboard Movies: ‘We Have to Be Open to How’ Cinema Can ‘Evolve’

Martin Scorsese is the latest Oscar-winning director to hop on the AI wagon, joining the AI firm Black Forest Labs as an adviser in a bid to “push the bounds of creativity to create deeper and richer ...