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AI Meeting Notes Tools For Financial Advisors: Solo Productivity Vs Associate Advisor Development?

Nerd's Eye View

Instead, it's being allocated to far more specific – but still very relevant and helpful – use cases that don't replace professional service providers and instead simply leverage their time to be even more efficient. Yet now, two years later, AI has not driven a mass wave of unemployment.

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Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions

Nerd's Eye View

In order to identify a match of soft assets, something as simple as following potential COIs on social media and noting the issues and interests that are shared at any given time can be a great starting point.

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