This is a great post. The balance between advisor job title first vs People first approach is interesting with AI, because in practice I have seen people first approach work more and some of the exercises you mentioned included business fit, and value. The balance matters for AI and I like how you broke down what to do. I need to try this with AI
I tried the other approaches and they just didn’t produce the insights I was hoping and then I realized it wasn’t my choice of people that was not working. That led to a big rabbit hole of why nots and landed on this. Let me know how yours goes.
This is a great post. The balance between advisor job title first vs People first approach is interesting with AI, because in practice I have seen people first approach work more and some of the exercises you mentioned included business fit, and value. The balance matters for AI and I like how you broke down what to do. I need to try this with AI
I tried the other approaches and they just didn’t produce the insights I was hoping and then I realized it wasn’t my choice of people that was not working. That led to a big rabbit hole of why nots and landed on this. Let me know how yours goes.