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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On Regenerative Financial Advice
Regenerative practices are healing and restorative. Rather than extracting value, they provide value. Financial advice can be regenerative.
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.
Julie Fortin, CFP®, FBS®, CeFT® & Mary Martin, PhD
- 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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