On Re-engineering the Human Brain
You can re-engineer your brain through deliberate practice, and you know that. But do you do it? If not, why not? We have ideas . . .
top of page
Search
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.
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.
bottom of page