When I was a young, single mom, I automated my job without telling boss so I could come in late. That’s how I got into #FinTech Necessity is the greatest catalyst for creativity.

At Carson, we’re building technology for superheroes. In a world where truth is scarce, fear becomes abundant. Carson advisors are the superheroes their clients need. Come suit up with us 🦸🏽‍♀️

If you find yourself trying to convince your customer that they have a problem, your product is doomed to fail. Solve problems your customers are already keenly aware of.

Now, anyone with an internet connection can synthesize anyone else’s voice. What could possibly go wrong? Open source AI voice cloning arrives with MyShell OpenVoice

The best product designers don’t ask their clients what feature they want; they ask why they want it.

On behalf of someone who is doing really cool things in AI: If you are a financial advisor/financial advisor adjacent, what function do you most want to outsource to AI?

I love the year-end email from my advisor with a comprehensive list of “to-dos”. She sends me just the right amount of personalized emails. I never feel spammed. Sometimes I feel overwhelmed, but that’s my fault. 🙃

No more gatekeeping wealth management. Professionally managed accounts embedded into banking apps, enabling access for everyone (and helping stop the bleed of bank deposits flowing to investment fintechs)! Hear more Under the Stars @ #Money2020USA tomorrow 2:15pm

Great to speak last week at the @HightowerAdvsor AI panel in Huntington Beach, CA with my friend @Stephanie_Link and the insightful @ENVDani

RIP Google search. Thank you for your service. https://t.co/MLJdZC7bzm

Could you be my favorite slide I’ve ever made?

ChatGPT can do things like give me a personalized meal plan, so the only way nutritionists stay in business is by making their offer experience-based. Do more than provide a meal plan. Figure out how to make me stick to it. What other professions does this logic apply to?

In customer service interactions, do you really want to "talk to a human"? Or, do you simply want a fast, accurate, personalized and actionable reply to your free-form question?

Every family should have a secret word. If you ever get a phone call from someone who “sounds exactly like your child” asking you to transfer money, ask them what the secret word is. AI is not more clever than we are. Share secret word with grandparents.

Come up with a phrase to describe generative AI in wealth management. Mine is “quickest to ubiquitous”

This week, I spoke in Washington DC about generative AI and it’s use in Wealth Management. It was a top secret session, but I can share that there’s a lot of excitement - and naturally some fear - about this new technology. Let’s keep talking!

I heard someone say “ChatGPT writes like a 7th grader” To them, I say… “You’re prompting it like a 7th grader.”

Futureproofing with friends

New rule. Before you make business decisions, first ask “What would Katie Porter ask me about this?”

According to @pewresearch: in 1958, 73% of Americans agreed that “most people can be trusted”. By 2019, it was only 48%. But now we have recording devices, location trackers, DNA - making crimes less likely (or more likely you’ll get caught). So WHY do we keep LOSING trust?

If you want frequent updates, accept that the information is subject to change. If you want accurate, immutable information, accept that you’ll have to wait.