AI (Artificial Intelligence) is everywhere! Advisors seem both excited and scared at how AI will transform the industry over the next 12 months, the next several years, and beyond.
I have my thoughts on AI and what will happen to those who do NOT embrace it. However, I’d like to know the thoughts of insurance agents, RIAs/IARs, and Series 7 licensed advisors.
14-Question Survey (3 Minutes)
Click on the following link to start the survey:
https://s.surveyplanet.com/7cmogzaw
Results will be available next week.
Results will be available ONLY to those who take the survey.
TacticalMind AI™
Tentative Launch Date May 1, 2026 (The countdown is on!)
Sign up for info before the official launch!
https://tacticalmind.ai/get-started.html
What is it?
Well, it’s NOT another AI research tool to help firms replace CFA researchers (there are many of these and they are a dime a dozen already). It’s also NOT a robo-advisor.
It’s an AI-powered portfolio analysis platform built for financial advisors, portfolio managers, and investment committees.
It examines every holding across multiple analytical dimensions — fundamentals, technicals, sentiment, macro context, and news — then generates clear Buy, Sell, or Hold signals with full reasoning and confidence scores. Tactical Mind AI™ will offer:
–Investment research (like having 10 CFA on staff with 24/7 research capabilities)
–Portfolio assessments (like having a Chief Investment Officer (CIO) review portfolios)
–Portfolio recommendations (like having a CIO make recommended changes (changes to investments, but also changes in investment philosophy if asked))
–Portfolio creation (this tool will literally build portfolios and do the rebalancing)
All recommendations and supporting research can be put in a written report for your records or to provide to clients.
Custom AI technology
Good luck to firms that think they can throw money at programmers to create their own “smart” AI investment tool. After spending millions creating somewhat simple software by comparison (OnPointe), creating your own AI tool will be an exercise in futility.
And you don’t need to! Tactical Mind AI™ is designed to create custom/siloed systems that can learn an investment firm’s tendencies and make recommendations accordingly.
AI isn’t going to replace advisors…but it can significantly enhance (and speed up) what advisors offer in a way that only recently seemed unthinkable.
The question isn’t if advisors will embrace AI; it’s when!
IMO Promotes IRA Rescue Using IUL at the Same Time Law Firm Files Lawsuits
Webinar with Attorney Robert Rikard—March 19that 1:00 PM EST
If you missed last week’s webinar and want to hear the attorney who sued Pac Life on behalf of Kyle Busch over an unsuitable IUL sale, click on the following to sign up:
www.advisorshare.com/ira-rescue
Roccy’s 2-Day Education/Marketing Seminar is Coming Back to Vegas
April 16-17, 2026
To DOWNLOAD the FULL Vegas agenda, click on the following link:
www.uploadedimages.net/content/PDFs/Vegas.Seminar.Full.Agenda.2026.pdf
