Streamlining Your Writing Journey Using AI
This newsletter first appeared in our LinkedIn series, “AI Essentials for Advisers.” We thought it was worth replicating here to provide valuable insights directly on Risk Hub. Although content writing
Process Improvement
Choosing the Right Transcription Tool
In our ongoing efforts to help you make the most of AI, we’ve noticed a recurring topic in our conversations and industry commentary: note-taking apps. One crucial factor when evaluating
Navigating the AI Rush: A Guide for Advisers
In a recent article, we explored the potential of artificial intelligence (AI) to transform advice businesses. As the AI landscape continues to evolve at a rapid pace, it’s essential for
Legacy PDS lookup
Announcing Our New PDS Lookup Resource Hey there, Risk Hub community! After hearing numerous requests from advisers for easy access to historical or legacy Product Disclosure Statements (PDSes), we’ve
Enhance Client Communications and Internal Processes with Loom and Tango
In a time where digital tools shape the landscape of advice delivery, tools like Loom and Tango are proving indispensable. Their ability to facilitate more interactive and engaging client and
New Course – Estate Planning Essentials
We’ve just released a three part Estate Planning program, courtesy of The Legal Hub. Below is an overview of the program, which awaits confirmation on CPD accreditation. We asked Brant
The Power of Surveys in Risk Advice
In the world of risk advising, we all know the grind. There’s a lot of manual effort that goes into understanding and engaging with clients. It’s time-consuming, and frankly, it