By now you've probably used AI to help you write difficult emails and other messages. It can also help you prepare for a tough conversation. Here's how.

Conversations are the backbone of what financial professionals do with clients. So how do you make those conversations more compelling? By being mindful of substance and structure. Barrett Kemp, vice ...

Fifteen minutes later, the guests had exhausted their store of passages from "Hamlet," "King Lear" and the like. But Sir Winston, a noted lover of the Bard, kept going, reciting sonnet after beautiful ...

For the advertising or marketing agency that has put in the hard work to earn a new contract with a client, these are the tough conversations: What starts as a manageable and profitable scope of work ...

As human beings, people tend to feel good about buying into a potential opportunity when the experience is much warmer and less transactional. In this way, when businesses work with potential and ...

Here’s how financial advisors can fine-tune communication with generative artificial intelligence. We often warn financial advisors against using jargon with their clients, as doing so can turn ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool for advisors, today announced its new integration with Jump, a leading ...

Financial advisors have a multitude of tools available to manage portfolios, retirement planning and tax outcomes, but while portals and analytics provide important measures of success, there is ...