FINANCIAL ADVISOR BLOG
Are AI Notetakers like otter compliant for Financial Services?
A Look into the Future of Transcription in Our Industry Over several years, I’ve been using Otter.ai in conjunction with Zoom as a reliable AI
How One Simple Communication Audit Can Transform Team Dynamics
As a Fractional Chief Operating Officer, I’ve seen firsthand how even the most talented team members can find themselves stuck — not because they lack
Your Business Is a Mirror: What AI—and Awareness—Reveal About Your Leadership
The more I use AI in my work—from ChatGPT to Otter to automation dashboards—the more I realize something uncanny: These tools don’t just speed us
Beyond Burnout Reclaiming Time, Energy, and Meaning in Financial Leadership
After three decades of walking alongside financial advisors and agency founders, I’ve noticed something the industry rarely talks about: burnout isn’t always obvious. It doesn’t
How I Shared the Spotlight with Mark Carney, Canada’s 24th Prime Minister
In 2011, I found myself sharing the spotlight with none other than Mark Carney—then Governor of the Bank of Canada, and now Canada’s 24th Prime
Brand New Webinar From Simon Reilly…
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