My $3,000-a-Month AI Mistake – and What I Learned
So why did my AI experiment start costing me $3,000 a month?I was building useful tools with AI, but I was using the wrong approach. I relied on AI to generate prompts, build solutions, and fill in the gaps. The problem? When AI didn't have the right information or method, it simply made things up.
Your Financial AI Is Only as Good as Its Knowledge Base
Generic AI can make costly mistakes. Learn why financial advisors need AI built on verified knowledge, compliance standards, and trusted retirement plan expertise.
AI Shouldn’t Replace Conversations. It Should Create Them.
Artificial intelligence isn't here to replace financial advisors.It's here to remove everything that keeps advisors from doing what matters most—talking to clients.Every week, advisors lose valuable hours answering routine questions, scheduling meetings, following up with prospects, and handling administrative work. None of those activities create lasting relationships.Conversations do.