In my eyes, one of the greatest benefits of AI is that it automates the tedious chore of jotting down meeting notes. Before AI note-takers, instead of focusing on what was being discussed, I often ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

In the rapidly evolving world of financial advice, AI is a game-changer for my client communication Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising ...

SAN FRANCISCO--(BUSINESS WIRE)--Fireflies.ai, the AI agent for meetings used by people at 75% of Fortune 500 companies, today announced the launch of Fireflies for Finance, a specialized solution ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

Over the past decade, I’ve sat through roughly 1,175 PPC client meetings – yes, I did the math. While experience is the ultimate teacher, sometimes the next best thing is learning from someone who’s ...