Do you know and appreciate your value? Do you spend your time where it pays you best? Do you know what your client or prospect is worth? Years ago I was doing business with a southern bank. They ...

I want to ask you a question. How well do you know your clients? Why do I ask? Because I’ve discovered that intimate knowledge of a client’s situation is a key distinguisher between wealth managers ...

For a moment, think about your favorite restaurant. If you frequent the location often, the waitstaff may know your name, your favorite dish and where you like to sit. All of these elements create an ...

Key Takeaways Clear prompts create clearer and safer emails.Provide the AI with explicit and unmistakable compliance boundaries in your prompts.AI supports better communications at scale, leaving ...