Essential Wealth Group

Yesterday, we had the pleasure of welcoming Rachel Martin, Head of Practice Management at Mackenzie Investments, and Brandon Booth, Experienced Sales & Business Development Professional, for an insightful conversation about Al and how we can use it to work smarter and more efficiently.

One of our key takeaways was the Role → Task → Format framework, which is a simple way to give Al better direction and get more effective results.

It was also a great learning opportunity for our interns, giving them firsthand insight into how Al is being used in the financial industry and how they can incorporate it into their own work.

Thank you, Rachel and Brandon, for sharing your expertise with our team!
#ai #womeninfinance