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Utilizing ChatGPT in Wealth Management, Creating an Operating Plan, and Identifying Your Blind Spots

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.

Summer is here and we have three hot topics this week. Our first piece is a topic you simply cannot escape – using ChatGPT in wealth management. The author of our second piece says the basic foundation for a successful advisory practice is an annual operating plan. Our final piece for the week warns financial advisors that they need to watch out for their blind spots.

What’s all the hype about ChatGPT? This article defines what it is and outlines both its capabilities in wealth management and its limitations.

Many advisor practices don’t succeed because they don’t have an annual operating plan. This piece outlines what your plan should include as well as practical suggestions to get started.

Ever wonder what your clients are not telling you? This video explains how you can learn what your client is thinking by simply asking questions. Check out the questions to ask to uncover your potential blind spots with clients.