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AI for Advisors: There’s a new kind of AI tool on the scene—one that goes beyond casual chats and actually does the heavy lifting of research. For advisors, this opens a range of practical uses—from exploring client niches to evaluating vendors to speeding up prep work.
AI for Advisors: Clients understand best when they can see what you’re saying. With ChatGPT’s image generation tools, you can now create polished infographics that bring complex financial topics to life—no design skills required.
AI for Advisors: Most advisors don’t realize that ChatGPT has a built-in personality tuner—and skipping it is why the output often feels off. It’s called Customize ChatGPT, and it might be the most powerful (and underused) feature in the whole interface.
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The Discovery Meeting Workshop: Transform Your Discovery Process
September 8–9, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
September 15–18, 2025
The AI-Powered Financial Advisor
Begins September 18, 2025