The Professional Planner offices will be closed from December 18, 2013, until January 6, 2014.
We wish all of our readers a very Merry Christmas, and a safe, happy and prosperous New Year.
Best wishes,
Leng Yeow
Simon Hoyle
Featured Homepage Posts
Claude for Advisors hints at a bigger problem than just meeting prep
If advice businesses need an AI orchestrator like Claude for Financial Advisors to connect multiple systems in order to gather information for client meetings, then the problem they have is not just prepping for meetings, but the multitude of systems and fragmented data.
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