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NAAIM Confidential E44 S2 Guest Brad Hartman, Hartman Financial Planning
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NAAIM Confidential E44 S2 Guest Brad Hartman, Hartman Financial Planning
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YouTubeNational Association of Active Investment Managers
AI is a powerful tool for financial planning, but it's not infallible. As one NAAIM member shared, hallucinations still happen (like AI pulling outdated tax numbers, which can throw off an entire financial plan).Watch the full conversation on NAAIM Confidential: https://t.co/9rJGCXLk4I
AI is a powerful tool for financial planning, but it's not infallible. As one NAAIM member shared, hallucinations still happen (like AI pulling outdated tax numbers, which can throw off an entire financial plan).Watch the full conversation on NAAIM Confidential: https://t.co/9rJGCXLk4I
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x.comNAAIM
Two great reminders from a recent NAAIM Confidential conversation: perfection isn't the goal, and the human side of advising matters more than people think.Watch the full episode: https://t.co/9gNxiuKowB #NAAIM #FinancialAdvisors #ClientRelationships #TradingPsychology https://t.co/dEpDl1dQlC
Two great reminders from a recent NAAIM Confidential conversation: perfection isn't the goal, and the human side of advising matters more than people think.Watch the full episode: https://t.co/9gNxiuKowB #NAAIM #FinancialAdvisors #ClientRelationships #TradingPsychology https://t.co/dEpDl1dQlC
242 views1 month ago
x.comNAAIM
Real talk from a NAAIM member: the best client relationships are built on personal connection, not just performance updates.Sharing a photo from a family fishing trip or a backpacking adventure with your kids? That kind of authentic touchpoint resonates more than you might think. And on the operations side, using AI to build custom financial planning tools that actually do what you need them to do is a game-changer.These are the kinds of practical, peer-driven ideas that come out of the NAAIM co
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Real talk from a NAAIM member: the best client relationships are built on personal connection, not just performance updates.Sharing a photo from a family fishing trip or a backpacking adventure with your kids? That kind of authentic touchpoint resonates more than you might think. And on the operations side, using AI to build custom financial planning tools that actually do what you need them to do is a game-changer.These are the kinds of practical, peer-driven ideas that come out of the NAAIM co
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x.comNAAIM
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