Article on LinkedIn Josh Brown asked: "Who is the most interesting CEO / founder working on AI for financial advisors. Give me names." I organized the comments like this: --- First up, those nominated who have creator mode turned on (also who I think are Ai-first AdvisorTech companies): - 26,523 - Derek N.H. Notman, CFP® , Founder & CEO at Couplr AI - The worlds first AI driven Client Matching solution for wealth management. Available anywhere but Mars, for now.: Nominated by Joe Moss, Self - 15,469 - Marc R. Butler, Founder and CEO at Wealth Management GPT - Giving Advisors Superpowers: The power of intelligent wealth management enabling advisors to grow and their business: Nominated by Teresa Leno , Justin W., Derek Notman - 10,065 - Ian J. Karnell , Chief Executive Officer at VastAssembly.ai - Powering Business Growth with AI Automation for Financial Advisors.: Nominated by Dani Fava, Geoff Moore - 7,963 - Sindhu Joseph , Founder, CEO at CogniCor Technologies - Generative AI Copilots for Wealth Management: Nominated by Kevin Cheeks, CFP®, CSRIC® - 5,876 - Vinay Nair , Founder, Chairman & CEO at TIFIN - AI for Wealth: Nominated by ChatGPT , Andrew Nigrelli , George A. - 4,876 - Thomas Stewart , Founder / CEO at Hadrius - The Financial Compliance Copilot: Nominated by Ryan Stevenson , Self - 4,287 - Jonathan Michael , Founder at AdvisorX AI - Scale your firm's thought leadership, client education and content marketing with content that sounds like you.: Nominated by Joe Moss - 3,677 - Mark Gilbert , Co-Founder and CEO at Zocks - Capture data that matters from conversations.: Nominated by Chris Arnold, CFP® - 2,977 - Gabe Rissman , Cofounder and President at YourStake - YourStake is on a mission to make scalable personalization easy to implement into your practice.: Nominated by Joe Moss, Jack Casady ⚓️ , Ross Cohen, CFP® - 2,110 - Haik Sahakyan , Co-Founder & CEO at ARQA - Next-Level Wealth Management: your Wealth, our Intelligence: Nominated by Joe Moss - 1,555 - Eden Ovadia , Co-Founder at FINNY - Grow your book of business by leveraging machine learning to identify and prioritize high quality prospects: Nominated by Joe Moss, Self - 1,344 - Tim Bickmore, CFP®, CPWA® , Co-Founder at Hyphaway - Financial planning for the next wave.: Nominated by Self - 1,230 - Cameron Howe , Co-Founder at Investipal - The complete advisor enablement platform for advisors in growth mode.: Nominated by Self - 1,016 - Daniel (Seong Min) Yoo , Founder/Co CEO at FinMate AI - Financial Advisor AI Assistant, save hours a week offloading structured notetaking: Nominated by Joe Moss

I've decided to move the AI school within the ProAdvisorSuite community. I realize this is a fast turnaround, but simplifying for various reasons. See you over there! skool.com/proadvisorsuite

Reposted from CNET: --- At Microsoft's AI press event, the company unveiled its latest Surface PCs with new AI Copilot features built-in. Check out all the highlights in our recap from Redmond, WA. Everything Microsoft Just Announced: Copilot Plus PCs, Surface Pro and Laptop Running on Qualcomm https://bit.ly/3ynj8BQ 0:00 Intro 1:05 Copilot+PC 2:30 Microsoft Copilot Update 4:14 Microsoft Copilot with Minecraft 6:33 Copilot+PC NPU 7:29 Copilot+PC Qualcomm Snapdragon X ELite 8:10 Copilot+PC Surface Laptop and Surface Pro 8:50 Copilot+PC Surface Laptop Specs 10:54 Copilot+PC Surface Pro Specs 12:01 Surface Pro Flex Keyboard 12:35 Surface Slim Pin 12:50 Copilot+PC Preorders and Availability

"Can artificial intelligence help you have stronger, more authentic relationships with human clients? Yes; leveraging AI tools like ChatGPT can help you more effectively communicate with clients and prospects. ChatGPT or other chatbots can help you research, write, and edit content to address their problems and concerns. These AI tools can provide precise responses to specific client questions, or create more generalized content that will resonate with a broad client base. Here’s are some ways to begin your mastery of these tools:" Full Article here

**Design partners** are early adopters or collaborators who work closely with a technology provider during the development and early testing phases of a new product or service. In the context of advisortech (advisor technology), design partners play a crucial role in shaping the product to better meet the needs of its intended users. Here's a detailed explanation: ### What are Design Partners? 1. **Collaborative Development**: - Design partners are typically existing clients or industry professionals who have agreed to provide feedback and insights during the development of a new advisortech solution. - They collaborate with the product development team, offering real-world use cases, identifying potential issues, and suggesting enhancements. 2. **Feedback and Testing**: - Design partners test early versions of the product (alpha or beta versions) in their own environments, providing valuable feedback on usability, functionality, and performance. - Their feedback helps identify bugs, usability issues, and missing features, ensuring that the product is refined and polished before a wider release. 3. **Mutual Benefits**: - For the advisortech provider, design partners offer critical insights that help create a more user-centric product. - For the design partners, there are several benefits, including early access to innovative technology, the opportunity to influence product development, and potentially gaining a competitive edge by being the first to implement new tools. ### Role of Design Partners in Advisortech 1. **Identifying Real-World Needs**: - Design partners help identify real-world needs and pain points that the new advisortech product should address. This ensures the product is relevant and valuable to its target market. 2. **Iterative Improvement**: - Through continuous feedback loops, design partners enable the iterative improvement of the product. This agile development process helps in rapidly addressing issues and refining features based on actual user experience.