Wednesday, June 17th at 3:00 PM EST
Click on the following to sign up (it will be recorded for those who can’t make it live)
https://landing.tacticalmind.ai/tacticalmind-ai-june-18-webinar
What is TacticalMind AI™?
In short, TacticalMind AI™ is the industry’s 1st tool that will not only offer institutional-grade research (like 100 CFAs would do but in a fraction of the time), but also a tool that will:
1) review investment portfolios
2) tell you if the current assets are the “best available” to accomplish your goals
3) tell you what assets should be removed from a portfolio and why
4) tell you what assets should replace those removed and why
How are You Using AI to Improve Your AUM Offering?
Most advisors, RIAs, and B/Ds are not doing anything yet. Most are trying to figure it out.
Some are using ChatGPT, Grok, or Claude. That’s a big mistake.
I asked ChatGPT to tell me the difference between an LLM (Large Language Model) and TacticalMind AI™. Here are the ironic top differences:
An LLM is like: A very knowledgeable intern who has read most of the internet.
TacticalMind AI™ is like: A team of specialists, calculators, databases, workflows, and research tools coordinated by AI.
Should you be using an intern who “reads the internet” or an AI tool that acts like a team of specialists with real-time data/info, institutional-type research and analysis, etc.?
It’s a silly question, but most advisors don’t understand the limited capabilities of an LLM.
The Quandary of Using AI for an IAR, RIA, or B/D
For RIAs with less than $250 million, it’s going to be nearly impossible to create your own AI tool to improve your portfolios and give you an advantage in the marketplace.
If you fit into this category, you should be 1st in line to start using TacticalMind AI™.
Even if you have $250 million, 1, 2, 3, 4, or 5 billion dollars in AUM and have the money, how do you build a tool that will actually work (and how long will it take)?
Who on your team is an AI expert? The answer for 99% is no one!
But you can hire a team that knows what they are doing to build a tool, right? Good luck.
There are two nearly insurmountable hurdles:
1) The AI programming team you are hiring knows NOTHING about investing and the learning curve to build something of quality will be several years.
2) Even if you hired a team who knew the investing world, who on your team will manage the project? You will have to hire a 3rd party to oversee the project and that person is not a quant.
TacticalMind AI™ was built by co-founder Rob Harbin, who is also the co-founder and architect of the OnPointe investment risk analysis tool. He’s been building OnPointe Risk for over seven years and fully understands investment analytics like a CFA/quant.
What’s also important is that Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM (co-founder of TacticalMind AI™), has been helping with its construction.
Why should you care? Because when considering what AI tool to help you improve your AUM offering, it’s important for you to understand who built, trained, and shaped the mind of the tool.
Sign up for TacticalMind AI’s Monthly Stock Market Outlook Report
The monthly market outlook has a crazy amount of data, including a 7-, 30-, and 90-day, and 12-month bull/bear indicator, and buy/sell/hold indicators on all the various market sectors (tech, utilities, etc.).
To sign up for this FREE monthly one-of-a-kind 14-page report, click on the following: