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May 29
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📢 Public Service Announcement
I've decided to move the AI school within the ProAdvisorSuite community. I realize this is a fast turnaround, but simplifying for various reasons. See you over there! skool.com/proadvisorsuite
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May 15
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Who's Who in Ai-AdvisorTech
Article on LinkedIn Josh Brown asked: "Who is the most interesting CEO / founder working on AI for financial advisors. Give me names." I organized the comments like this: --- First up, those nominated who have creator mode turned on (also who I think are Ai-first AdvisorTech companies): - 26,523 - Derek N.H. Notman, CFP® , Founder & CEO at Couplr AI - The worlds first AI driven Client Matching solution for wealth management. Available anywhere but Mars, for now.: Nominated by Joe Moss, Self - 15,469 - Marc R. Butler, Founder and CEO at Wealth Management GPT - Giving Advisors Superpowers: The power of intelligent wealth management enabling advisors to grow and their business: Nominated by Teresa Leno , Justin W., Derek Notman - 10,065 - Ian J. Karnell , Chief Executive Officer at VastAssembly.ai - Powering Business Growth with AI Automation for Financial Advisors.: Nominated by Dani Fava, Geoff Moore - 7,963 - Sindhu Joseph , Founder, CEO at CogniCor Technologies - Generative AI Copilots for Wealth Management: Nominated by Kevin Cheeks, CFP®, CSRIC® - 5,876 - Vinay Nair , Founder, Chairman & CEO at TIFIN - AI for Wealth: Nominated by ChatGPT , Andrew Nigrelli , George A. - 4,876 - Thomas Stewart , Founder / CEO at Hadrius - The Financial Compliance Copilot: Nominated by Ryan Stevenson , Self - 4,287 - Jonathan Michael , Founder at AdvisorX AI - Scale your firm's thought leadership, client education and content marketing with content that sounds like you.: Nominated by Joe Moss - 3,677 - Mark Gilbert , Co-Founder and CEO at Zocks - Capture data that matters from conversations.: Nominated by Chris Arnold, CFP® - 2,977 - Gabe Rissman , Cofounder and President at YourStake - YourStake is on a mission to make scalable personalization easy to implement into your practice.: Nominated by Joe Moss, Jack Casady ⚓️ , Ross Cohen, CFP® - 2,110 - Haik Sahakyan , Co-Founder & CEO at ARQA - Next-Level Wealth Management: your Wealth, our Intelligence: Nominated by Joe Moss - 1,555 - Eden Ovadia , Co-Founder at FINNY - Grow your book of business by leveraging machine learning to identify and prioritize high quality prospects: Nominated by Joe Moss, Self - 1,344 - Tim Bickmore, CFP®, CPWA® , Co-Founder at Hyphaway - Financial planning for the next wave.: Nominated by Self - 1,230 - Cameron Howe , Co-Founder at Investipal - The complete advisor enablement platform for advisors in growth mode.: Nominated by Self - 1,016 - Daniel (Seong Min) Yoo , Founder/Co CEO at FinMate AI - Financial Advisor AI Assistant, save hours a week offloading structured notetaking: Nominated by Joe Moss
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Apr 19
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Start here - Ai-AdvisorTech Directory ⬇️
Here is a summary of the topics you can learn about in the classroom (coming soon): - ➡️ AI-AdvisorTech Directory (LIVE) - AI Fundamentals (Coming soon) - AI & Content Generation - AI & Prospecting - AI & Lead Gen - AI & Meeting Prep / Followup - AI & CRM Operations - AI & Financial Planning - AI & Investment Analysis - AI & Compliance/Cybersecurity - AI & Document Analysis - AI & Automation
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May 23
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Microsoft Surface Copilot + PC Event: Everything Revealed in 13 Minutes
Reposted from CNET: --- At Microsoft's AI press event, the company unveiled its latest Surface PCs with new AI Copilot features built-in. Check out all the highlights in our recap from Redmond, WA. Everything Microsoft Just Announced: Copilot Plus PCs, Surface Pro and Laptop Running on Qualcomm https://bit.ly/3ynj8BQ 0:00 Intro 1:05 Copilot+PC 2:30 Microsoft Copilot Update 4:14 Microsoft Copilot with Minecraft 6:33 Copilot+PC NPU 7:29 Copilot+PC Qualcomm Snapdragon X ELite 8:10 Copilot+PC Surface Laptop and Surface Pro 8:50 Copilot+PC Surface Laptop Specs 10:54 Copilot+PC Surface Pro Specs 12:01 Surface Pro Flex Keyboard 12:35 Surface Slim Pin 12:50 Copilot+PC Preorders and Availability
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May 23
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Mastering AI Personas for Wealth Advisors [May 22nd, Webinar Replay]
Reposting AdvisorX AI webinar here: --- For all wealth advisors looking to enhance their productivity and client engagement through AI technology. Here are a few compelling reasons why you should watch this webinar replay: Create Effective Personas: Learn how to craft personas for almost all your services, allowing you to save at least 10+ hours per week on routine and client engagement tasks. Realistic AI Insights: We will demystify the hype around AI and provide practical applications tailored for wealth advisors. Leverage Your Expertise: Discover how to securely inject your domain expertise into large language models (LLMs) to augment your years of hard work and knowledge in creating content for clients and prospects. Advanced Prompting Techniques: Gain insights into the best prompting techniques to get the most out of LLMs for wealth advisors. Core Building Blocks: Understand the essential building blocks of creating effective AI personas that align with your firm's unique needs. AI writing assistants are not just about generating long-form content or complex reports. They can also excel in writing short-form content, extracting summaries from large documents, and more. Imagine having an economic analyst, a virtual CMO, an expert content marketer, a financial analyst, and an estate planning assistant, all fine-tuned for your firm. This session will go beyond custom GPTs. Our AI personas are built on an advisor’s knowledge base, documents, and preferred writing style, giving your AI a unique personality with advanced prompting techniques.
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![Mastering AI Personas for Wealth Advisors [May 22nd, Webinar Replay]](https://i.ytimg.com/vi/94hcxt3M2pE/hqdefault.jpg)
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Practical applications of AI for financial advisors. --> Moved to the ProAdvisorSuite community.
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