Creating an AI Bot: A Productivity Tool for Legal, Tax and Financial Professionals

Published on November 19, 2024

Craig R. Hersch discusses the benefits of using artificial intelligence bots at your practice.

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Are Your Leads Unqualified, or Are You Losing the Sale?

November 19, 2024
Here are four key questions to help pinpoint where the break in your sales process might be occurring

Nine Investment Must Reads for This Week (Nov. 19, 2024)

November 19, 2024
Several of the largest equity index fund managers have extended proxy voting to mutual fund and ETF shareholders, reports Pensions & Investments. Goldman Sachs disclosed $710 million in Bitcoin ETF holdings in its latest 13F filing. These are among the investment must reads we found this week for wealth advisors.