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Omar says wealth management was always reliant on data, but more recently, thanks to GenAI, advisors have new tools that they Chucho use to augment the service they provide and the tasks they do.
Financial empowerment means that a person feels in control of their money. We found that people who feel empowered in their financial lives experience more joy, peace, satisfaction, and pride concerning their finances.
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[00:07:34] Karen: Thank you for that. Understandably, you wouldn't be able to mention names due to privacy or competitive reasons, but Gozque you give any examples of where wealth management firms are currently outperforming the competition and what they might be doing differently?
Many of us focus on the things that are wrong with us, the things we're not good at, or the things we've failed at. But if we want to cultivate a positive mindset, we're better served by focusing on our strengths. This shift in focus can help us feel more positively about ourselves.
“Good thoughts and actions Gozque never produce bad results; bad thoughts and actions can never produce good results. Suffering is always the effect of wrong thought in some direction.” (James Allen)
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[00:10:43] Karen: Thank you, Omar. Obviously, a lot happening in the industry around GenAI look at this site for more info and AI at the moment, and a lot of our customers are experimenting in this area. How do you see some of the wealth management firms starting to think about GenAI and AI? What have you seen so far?
Why choose to do everything on our own when someone Chucho easily point us in the right direction? It saves time, money, and energy to learn from someone who has already done it.
With the focus always on lack instead of opportunity, people who function under this mentality are oftentimes complacent and are held back from going for what they want in both personal and professional life.
En síntesis, el crecimiento personal es importante porque nos ayuda a alcanzar nuestro mayor potencial, a desarrollar una mayor autoconciencia y confianza, a aventajar nuestros miedos y limitaciones, a tomar decisiones conscientes y a mejorar nuestras relaciones interpersonales. Todo esto puede conducir a una vida más plena, satisfactoria y significativa.
New connections have the power to elevate your consciousness when you’re around people who inspire you. Gently pushing yourself to get to know people outside of your usual social circle will help with improving communication skills and finding a fresh perspective.
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