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The foundational step to preparing to build your operational continuity plan is outlining probable situations that could disrupt your operations, such as: 🌪️ Natural disasters  😷 Pandemics  ⚠️ Technology disruptions Read more about how to create an operational continuity plan in the latest article from Jessica Colston, MS, PCC in this month's Journal of Financial Planning article: https://lnkd.in/gK6B6JfY 

🧠🔍 Dive into AI in financial services with our latest Framework podcast episode! Dr. Eric Ludwig and Dr. Chet Bennetts share their journey into AI research, highlighting a critical point: “At the end of the day, especially if you're using it with clients, you and your compliance department are going to be the ones responsible if the information is inaccurate.” It's a powerful reminder of the balance between technological innovation and ethical responsibility. Listen now to discover how AI can streamline your workflows and enhance client interactions, while keeping compliance top of mind. https://bit.ly/3yjb5Gx 📢 Join the conversation in the comments below and share your thoughts! #AI #FinancialServices #Compliance #Framework #Fintech #EthicalAI #ClientInteractions #FinancialAdvisors

If you’re a single advisor thinking about forging an agreement with another firm as part of your key person continuity plan, you should: 👉 Ensure the firm has a similar business model.  👉 Conduct a needs analysis for insurance purposes.   👉 Ensure your agreement includes supporting clients and retaining team members.   👉 Vetting the firms to ensure their values align with yours. Read more from Jessica Colston, MS, PCC on the elements of developing a key person continuity plan:   https://lnkd.in/geuQ4k_D 

AI’s accuracy heavily depends on the quality of info it receives. On this week's Framework podcast, Eric Ludwig and Chet Bennetts reveal the power of well-trained AI. “The more good information AI has, the better the response is,” they explain. Our guests delve into the nuances of prompting and the significant benefits of AI for financial advisors, from research to client interactions. 🎧 https://bit.ly/4cSbUFn Don’t miss out! Engage with us and share your experiences with AI in the financial sector. #AI #FinancialAdvisors #Framework

Get ready to learn about using AI in the financial services industry with us! 🎧 Next week's episode of the Framework Podcast features a lively discussion with Dr. Eric Ludwig and Dr. Chet Bennetts, who share their unconventional journeys into finance, their groundbreaking research on AI, and practical tips for leveraging technology in your practice. From AI hallucinations to effective prompting, this episode is packed with insights that could reshape your approach to financial advising. Tune in to discover how AI can streamline your workflow and enhance your client interactions while staying aware of its limitations. #StayTuned! #FinancialAdvisors #AIFinance #DigitalMarketing #Framework

Remember March 2020? Life was humming along as usual when we were hit with a 100-year plague. The firms that had operational continuity plans in place probably had a better time than those that didn’t. Now that the pandemic has passed, are your operational continuity plans up to date? Jessica Colston, MS, PCC reminds you in the latest issue of the Journal of Financial Planning to revisit your operational continuity plan. https://lnkd.in/gK6B6JfY 

You’re an advisor – you know that if something were to happen to you it would impact:   ✅ Your clients who you’re still working with  ✅ Your team members who rely on your business for their livelihood   ✅ Your family who depends on your income  A single advisor key person continuity plan can help keep things running smoothly in the event that something were to happen to you. Read the latest blog post from Jessica Colston, MS, PCC for how to craft a key person continuity plan: https://lnkd.in/geuQ4k_D 

Join us for a discussion with industry mentorship expert Kellan Brown to discuss the importance of mentorship and sponsorship in advancing women, as well as how people can be successful mentors. We’d also like to get Kellan’s perspective on things we should address in the 2024 State of Women in Wealth Management Research.

There are four critical elements to keeping your operational continuity plan effective: 1️⃣ Create the plan  2️⃣ Communicate the plan  3️⃣ Test the plan  4️⃣ Update the plan annually Check out this article from Jessica Colston, MS, PCC for a deep dive into creating an operational continuity plan: https://lnkd.in/gK6B6JfY 

The rise of AI and algorithms has changed the social media landscape, but there's one thing that remains ever-powerful: real connections. 🤝 In the latest episode of Framework, Samantha Allen, SVP of Digital Marketing at Carson Group, dives into the pivotal role of genuine interactions in social media. Discover how prioritizing human connections can elevate your brand above automated, algorithm-driven content. Hear real anecdotes, professional journeys, and impactful insights that highlight the essence of authentic engagement. Tune into the episode and explore the magic of being real! 🎧https://bit.ly/3WhzLZt 🎧https://bit.ly/3S3wSbX 👀https://bit.ly/3LoSMCF #Framework #DigitalMarketing #AI #HumanConnection #SocialMedia