Customer relations

When choosing an advisor, focus is everything

Have you ever gone to an expensive restaurant that appeared on the outside to be quite sophisticated and refined only to find after dining there that the food itself was less than impressive? I think sometimes the financial services industry can have a similar strategy of dazzling people with their [...]

ChatGPT could not only change how work is done but who does it

A couple of weeks ago I wrote about the potential dangers posed to US white collar jobs as technological advances continue to make it easier to outsource these jobs to countries where labor is significantly cheaper. While I do believe those dangers are real, another potential threat to our labor [...]

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