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We had a great conversation in our first session! Here are some highlights from the chat worth keeping in one place. Tools we're using: ChatGPT (personal) Claude Pro Copilot (most common company-approved) Gemini Perplexity ...

Such a wonderful second session we had! Thanks for joining us. Below are some highlights from the chat as well as an article about AI and energy. Tools we're using: ChatGPT (most-loved in our island poll, also used for deep research ...

Allisandra, Great first session and looking forward to the next! I learned quickly that the free service for home/personal started to hit max queries pretty quickly when you use it early on. I think more so because I wasn't sure how to form all aspects ...

Some of the most important work you do for clients happens in conversation, not paperwork. A question you asked. A risk you flagged before it became a problem. A moment where you reframed how someone thought about their coverage. Advisor in Action ...

Registration is now open for the 2026 PRMA Summit. We’re excited to welcome the private risk community to Indianapolis for this year’s event. Watch, get inspired, and join us this October. 🎟️ Register now: ...