Alan Gurung

Finance nerd with a passion for philosophy and start-ups.

[Gabe Stein @gabrielste1n]

I’m done paying monthly subscriptions for ai models that I can run on my computer for free.

Introducing OpenWispr:

An open source speech-to-text tool that runs 100% locally and helps you write 3x faster than typing.

You can run it yourself for free or contribute to the project with a small monthly sub.

Excited to build this together!

[Alan Gurung @Alansjournals]

@gabrielste1n Hell yeah just cancelled my subscription to wispr for this lol

[Alan Gurung @Alansjournals]

Yet, we’re held back by outdated processes that belong in another decade.

Change isn’t optional—it’s necessary.

How much time have you lost to LOA inefficiencies?

[Alan Gurung @Alansjournals]

The LOA Process Is Broken—And Everyone Knows It

Ask any financial adviser about Letters of Authority, and you’ll hear the same words:

• Archaic
• Inefficient
• Unnecessarily complex

[Alan Gurung @Alansjournals]

This isn’t just an inconvenience—it’s a serious reputational risk for the industry.

Advisers want to serve their clients efficiently.

Clients expect speed and transparency.

[AdvisoryAI @AdvisoryAI]

Give your client the attention they need, while your #meetingnotes are automated!

AdvisoryAI's direct integration with #Googlemeet, #Zoom and #MSTeams helps pull recordings seamlessly and transcribes Meeting Notes in just 5 minutes!

#Financialadvisors #Advisory #AdvisoryAI

[Alexandr Wang @alexandr_wang]

what sets great builders apart is not that they are smarter [lots of people are smart], or even that they’re better at building

it’s that they ask the right questions and focus on the right problems

how do you get good at this? practice genuine, deep curiosity

[AdvisoryAI @AdvisoryAI]

We have some exciting news for you! 🚀

SIFA now offers seamless integration with 2 leading CRM platforms: 
Wealthbox and Redtail.

Get started by accessing the "Integrations" section in your SIFA account today!

#SIFA #financialadvisors #wealthbox #redtail

[Alan Gurung @Alansjournals]

@MikePolicarNGP Awesome Mike love to hear the enthusiasm!

[Packy McCormick @packyM]

I love these two charts.

L: After Deep Blue beat Kasparov, the number of Super Grandmasters increased dramatically.

r: After AlphaGo beat Lee Sedol, the quality and novelty of human Go players' moves spiked.

Human minds aren't static. They improve and evolve.

[Alan Gurung @Alansjournals]

What’s the most important part of being a valuable advisor?

[AdvisoryAI @AdvisoryAI]

The Art of Communicating by @thichnhathanh provides practical insights and guidance for improving communication skills.

These highlights can help anyone become a better communicator and foster more harmonious relationships.

#SIFA #communication

[Jason Pereira @jasonpereira]

- Financial Plans: https://t.co/ncdAZai2OB
- Spreadsheets & Docs: https://t.co/kWGVcGAgYN
- Email generation: https://t.co/kwwmEm5zV0
- Meeting transcription & summary notes:
https://t.co/sTUCZ7mQ1m
- PDF data extraction
https://t.co/YqNTYV8bui
- Also playing with: https://t.co/3SpE4AUuqV

[Jason Pereira @jasonpereira]

In the last 12 months, I have started using AI tools for:
- Financial Plans
- Spreadsheets
- Documents
- Email generation
- Meeting transcription & summary notes
- PDF data extraction

Now, I am looking at process automation.
And it's just the beginning...

[AdvisoryAI @AdvisoryAI]

Financial advisors can struggle to communicate their value to potential clients.

@MichaelLecours shares powerful strategies in his recent article.

Check it out and take your communication skills to the next level!

➡️https://t.co/BxUx4JQkJt

[Alan Gurung @Alansjournals]

One constant saying that seems to be said over and over ‘AI will not replace advisors, advisors who use AI will replace advisors who don’t!’

[AdvisoryAI @AdvisoryAI]

As the world becomes more digital, financial advisors must embrace technology in their practice to remain competitive and meet the evolving needs of clients. 💻

Here are 5 reasons why:

#SIFA #financialadvisors #technology #finance

[Alan Gurung @Alansjournals]

@mwseibel @roshlike

[Michael Seibel @mwseibel]

It seems obvious that as pre product market fit investments grow from 500k-$2m to $10m - $100m - fraud increases.

[AdvisoryAI @AdvisoryAI]

Are you tired of spending endless hours on routine tasks? ⏰

SIFA - your personal AI assistant - can help you streamline your workload and make your life easier.

Watch our video tutorial series now!
➡ https://t.co/otS4apIr9H

#Finance #financialadvisor #financialplanning

[AdvisoryAI @AdvisoryAI]

Being a successful financial advisor is about more than just managing money. 💰

Here are 10 tips that successful financial advisors use to grow their business. 🚀

#SIFA #financialadvisor #successtips #finance #clientcare