How financial advisors can use ChatGPT to work more efficiently–without losing the human touch

Artificial intelligence can be a valuable tool for client communications and other time-consuming tasks, allowing advisors ...

Solopreneurs explain what AI is and isn't good for when you're running a business

Entrepreneurs like Kim Magaraci, Seneca Connor, and Gloria Hebert use AI tools like ChatGPT to ditch admin busywork and focus ...
Forbes

How To Go From Zero To Client In Less Than 24 Hours

Forbes contributors publish independent expert analyses and insights. Rachel Wells is a writer who covers leadership, AI, and upskilling. We’ve all encountered those moments where a financial ...
HousingWire

5 ways brokerages use systems to make culture real for agents

Leading brokerages use structured culture systems to boost agent performance, client service and business alignment.
Entrepreneur

How to Build a Self-Sustaining Client Network and Turn a Real Profit

One-off projects can pay the bills, but they don’t always build a business. This is what freelancers need to do instead. Providing ongoing services like retainers, package deals and strategic ...
Forbes

Using Client-Therapist Session Transcripts To Train Generative AI On How To Be A Mental Health Therapist

Forbes contributors publish independent expert analyses and insights. Dr. Lance B. Eliot is a world-renowned AI scientist and consultant. In today’s column, I am continuing my ongoing series about the ...
TechRepublic

How to Use CRM: A Beginners Guide

What is a CRM system? CRM software is a sales and marketing platform that houses and tracks all lead and client information for a business. These solutions are meant to help manage entire sales ...