For the last two months, I’ve been using ChatGPT in a wide variety of my daily tasks as a financial advisor, and I've found the tool to have real benefits. In this post, I share more than 40 sample prompts that financial advisors might find helpful.
For many years, I taught Retirement Planning classes to adults looking to secure the Certified Financial Planner designation. I don't miss the hard work and the pitiful pay, but I do miss the challenge of teaching complex financial concepts in an understandable and interesting way. I guess that is why I enjoy working with the media.
I have been invited to speak at the “It’s Your Money!” seminar series several times over the last 10 years. This month I was asked to teach their Fixed Income Investing course. Fixed income investing is admittedly not the most exciting topic, but it's one of the more important ones in the series.
I’m very excited about the current revolution I’m seeing in the world of insurance advice. In the last few years, no-commission life insurance options have become more widely available, and that trend looks to be accelerating. Unfortunately, most folks are getting their life insurance advice the old-fashioned way.