“We have 100% wallet share essentially with all of our clients… none of our clients have hostile outside advisors.”
MY
Michael Yoder
Financial Advisor Success ·
“We call it… biagnostics, which is supposed to diagnose your biases… the more information we get from the client or their biases allow us to build longer relationships.”
Schwab Asset Management · Masters in Business · Using Decision Science in Investing: Masters in Business with Omar Aguilar
Play from 14:28
14:28
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What was described
Launched the B5 program’s “biagnostics” tool that diagnoses client behavioral biases for advisors
Said nearby on the same subject
“What if you could provide logit biases to your tool calls to fine-grainy control when things are inserted or not without poisoning your context?”
♫
Said on The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)
“There is a gambit of tools that can extract your network configurations, right, or your virtual firewall, you know, security group settings and diagnose what, you know, quickly understand what could or couldn't be problematic around them, right? Like it's going to flag if you have a tenant open to the internet”
DB
Doug Barbin
Security & GRC Decoded ·
“Many of us now are able to use some level of AI to record the meeting… it helps you as the advisor stay intentional and present with the client.”
JJ
Julie Johnson
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
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