How to Train Your AI: Use Examples That Teach, Not Just Tell

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Use Format to Get AI Output You Can Actually Use

AI for Advisors: Format shapes how AI delivers its responses—whether that’s a summary, table, or step-by-step plan. For advisors, choosing the right format means getting outputs that are immediately useful in client work or internal operations.

Why Giving AI the Background ‘Context’ Is the Key to Getting Smarter Responses

AI for Advisors: Context frames the situation, clarifies the stakes, and helps AI generate responses that reflect your goals, audience, and use case. For advisors ready to move beyond the basics, mastering context is the first step in advanced prompting.

The Question That Changes Everything: ‘What Else Should I Tell You?’

AI for Advisors: When prompting an AI model, we often rush straight to the task. But just like a great discovery interview, a great prompt benefits from slowing down to ask the right questions. And sometimes, the most powerful move isn’t what you ask the AI—it’s what you invite the AI to ask you.