“Generative AI will revolutionize client interactions, bring new efficiencies to advisor practices, and ultimately help free up time to do what you do best: serve your clients.” -Morgan Stanley co-President Andy Saperstein Morgan Stanley is taking its AI @ Morgan Stanley Assistant fully live for all financial advisors. The tool provides financial advisors rapid entry […]
Read moreSome food for thought on the future of fast food in the era of AI: ➡Personalized Experiences : AI algorithms are delving deep into customer preferences and buying patterns to offer personalized recommendations, enhancing the customer experience and boosting sales. ➡Automated Ordering and Delivery : From chatbots taking your orders to robots delivering your cheeseburgers, […]
Read moreLast week I was deep in the heart of (Dallas) Texas and had the incredible honor to take the stage in front of a packed house at GBTA Convention 2023. This year’s conference was incredible! You might even say it was ten-gallon hat BIG! The event drew a massive crowd of over 5200 attendees representing 58 different […]
Read moreTechnology is transforming logistics and transportation in stunning ways. Did you know human reaction time is around 100 milliseconds? And prior to 5G, the best we could hope for from a wireless network was around 200 milliseconds of latency. Fast, but not fast enough for remote operators who are working with millimeters of precision. But […]
Read moreLast week took me to Nashville, though sadly not for Taylor Swift. Instead, I was privileged to join the Unleash HR Summit. I have been fortunate to cross paths with Dirk Beveridge over the years and witness his remarkable efforts in transforming legacy distributors into dynamic and innovative market leaders. It’s great to see him […]
Read moreThis week, I took the stage in Neenah, Wisconsin, joining nearly 200 leaders of SECURA Insurance. In my keynote, I discussed the ongoing shift from digitization to ‘data’fication, what that means for the future of the insurance industry, and how this shift is creating new opportunities for insurers to better serve their customers. In addition […]
Read moreTrust is the lifeblood of well-functioning teams, but a lack of trust might be inhibiting teams from truly excelling within hybrid work environments. Additional layoffs at Facebook parent Meta recently filled the headlines, but in the memo to employees, Mark Zuckerberg revealed new insights on the future of work, the importance of relationships, and how […]
Read moreEarlier this week I joined US Bank’s Elavon for their latest masterclass. I discussed the disruptive trends impacting businesses and what it means for the future of payments and finance. These are some of the trends we explored: #1 shift from digitization to ‘data’fication #2 new faces of commerce that are emerging #3 new paths […]
Read moreAxios CEO Jim VandeHei writes about the conflict brewing between management and workers over the future of work-from-anywhere policies. VandeHei notes he is worried about two big risks: “younger workers benefit more than they realize from being in the trenches, in person, grappling with tough, teaching moments. There is a magic in human interaction [and] it […]
Read moreWe have more data on the impact the pandemic has had on our kids and their education and the results are disheartening. The National Center for Education Statistics (NCES) ran a special administration of the National Assessment of Educational Progress (NAEP) long-term trend (LTT) reading and mathematics assessments for students who are 9 years old. […]
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