On Learning, Habit Creation, and Snowballs
When was the last time you learned a new skill or acquired a new habit? How did that happen? Odds are, one or more of the following . . .
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- Jan 31
- 3 min
The Wonderful Way Your Brain Isn't Like ChatGPT or Your CRM
ChatGPT can't identify the favorite dessert of your biggest client. Your CRM might be able to. But you know who can, for sure? You.
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- Jan 22
- 2 min
The Scary Way Your Brain is Like ChatGPT
ChatGPT can only give you an answer based on the data it already has. Guess what else does that? Your brain. What does this mean for you?
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- Jan 16
- 4 min
On Regenerative Financial Advice
Regenerative practices are healing and restorative. Rather than extracting value, they provide value. Financial advice can be regenerative.
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- Jan 6
- 3 min
Your Client's Experience Starts With You
Your client's experience (CX) starts with you. Each interaction is an opportunity for you to take the lead, inviting them to connect.
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- Dec 28, 2022
- 3 min
On the Unique Space Advisors Co-create with Clients
If there are flourishing financial advisors in 10 years, it'll be because they provide something AI and social robots won't have mastered.
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