Insights for Financial Advisors
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Practical AI strategies, prompts, and tools for advisors.
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From The Perspective of Prompt: for best results, put yourself in another person’s shoes
“Walk a mile in another person’s shoes.” Learning to see and understand another person’s point of view enables us to treat others with higher levels of kindness and awareness. It’s a great way to figure out their wants and needs. One of our favorite AI prompts does the same. It taps into the psyche of the other person, delivering superior AI outputs,
Reflection Prompt: Your AI answers are good. Here’s how to make them great.
Think about the most important decisions you’ve made in life. Did you make your decisions in the spur of the moment? Or did you take more time to reflect, enabling you to find the answers you wanted? AI works the same way. A simple AI prompt will usually give you a simple AI answer. But give AI more time to reflect,
