Useful interview from Unbiased with Rohit from Saturn (27 mins) https://youtu.be/pDfS5r358HE?si=A39WKvmdU8vVW5Eu

FTAdviser published an article today highlighting research which showed how often ChatGPT wrongly categorised brokers as 'safe' when they're not. For 'brokers' see any other profession, in particular advisers and planners. I appreciate the technology will improve with time (and quickly), but the challenge the industry / profession has at the moment is how to get the message across to the general public that they shouldn't rely on AI search results and, importantly, how they can get good, reliable information on who they can trust. Is this something the likes of CII/PFS, CISI, etc. should be doing more on, is it something Government/FCA should be doing, or something else? https://www.ftadviser.com/content/390636f2-0b40-4731-867b-8a238331bf5f

Great cartoon from Tom Fishburne. What stage are you at?

Just out from Solve Partners.

I have a tool which will look at anonymised client meeting transcripts and point out opportunities that have been missed to ask for a referral or introduction - including wording, priority, what you missed and what to say. I have five to give away for you to test - let me know if you would like one.