Why Financial Advisors Should NOT Let AI Chatbots Make Investment Decisions
If you missed my newsletter last week and/or didn’t sign up for this week’s webinar, you should. It should be…
Financial News
Why Financial Advisors Should NOT Let AI Chatbots Make Investment Decisions
If you missed my newsletter last week and/or didn’t sign up for…
Tactical Mind AI vs. Large LLMs Like Claude, ChatGPT, Gemini & Others
As we get ready to launch Tactical Mind AI (TMAI) later this…
OnPointe’s AI Assistant Goes LIVE with the Industry’s 1st Real Portfolio Optimizer
Otto is OnPointe’s NEW AI assistant, and it will blow your mind!…
Liquidate & Leverage (L&L)—A Roth Conversion Alternative
To download a 7-page consumer educational piece on L&L, click on the…
Making Changes
When and if the RIA you work under is sold someday for tens if not hundreds of millions of dollars…your payout from the sale is ZERO!
Must Read
Cash Out DSTs (a unique twist to 1031 exchanges for real estate)
Webinar—October 2nd at 1:00 PM EST To sign up for the webinar to learn how clients can get cash in…
Certified Roth Conversion Specialist™ Designation Officially Launches!
This has been nearly two years in the making, but it’s finally here! To learn about the Certified Roth Conversion…
