The "Hard" skills have historically been the value proposition of most white collar professionals. However, AI is smarter, faster, and widely available. Let's focus on the "soft" skills that only humans can master. Are you ready? #financialadvisor#es…https://t.co/K1uV33srXv
If we are going to address the challenges surrounding financial literacy, we have to accept that many people cringe at spreadsheets and bar graphs. What if we could deliver a "sailing through life" metaphor that delivered useful information about where w…https://t.co/bTAlNPs6Qo
Financial advisors, accountants, attorneys and insurance experts often rely on their "hard skills" to win business. In the age of AI, "soft skills" will become the important component. Are YOU there yet? #financialplanning#financialadvisor#accountant…https://t.co/ZMZP9DHEi2
There is no doubt the lack of student-teacher interaction hurt these kids. However, I have to wonder, as we move forward with AI participating in all parts of our lives, will all students AND professionals become lazier? Will math scores continue to plu…https://t.co/WW9Q3EHZYR
I often hear salespeople in the world of financial services sell the significance of working with an institutional money manager using an institutional process. "If it is good enough for a large endowment, it must be great for me, right?" Not necessaril…https://t.co/DRwqN4kp08
Funding life's important goals should be strategic, not confusing and boring! Here are your choices: spend 10 hours on a software financial planning program and attempt to understand those spreadsheets OR spend ten minutes on the Dynamic Map mobile app…https://t.co/4hUIAYuD7f
We are being told inflation is going away. Is that right? Well, that would depend on your "new" expectations for inflation moving forward...
#investmentmanagement#financialplanning#financialadvisor Kimberly Etchings John Guthery, CFA Bret Young, OLY B…https://t.co/a3VbGvZaVv
Some folks are trying to tell us the inflation threat is over. I would argue that depends on whether we plan on accepting higher than 2% inflation going forward... #financialplanning#investmentmanagement Kimberly Etchings David Gordon Bret Young, OLY J…https://t.co/aWso0FAUky
Timing the market is improbable. Bears sneak up on you and bears quietly sneak away from you. Focus on what you CAN control. The "Dynamic Map" mobile app can help. #investmentmanagement#financialplanning#ria https://t.co/YHRu77xTYU