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be sure to also check out https://www.meetthyme.com/ - yes, they’re a meeting AI note-taker, but they’re also doing some interesting things with AI to build a “living, constantly evolving” (my words, not theirs) client profile that gets updated with every additional client interaction

And for an interesting AI dictation tool, check out https://voicenotes.com/ which I’ve been using for a few months

Also, welcome to Substack!

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My man Russ! Thanks for the first comment.

Reminded me of this I just saw: https://shop.compasswearable.com/products/compass

Creepy, but cool too. Interesting to see if advisors will eventually use things like this to create to-dos throughout the day.

Thanks! I’m loving it so far.

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That necklace is creepy and also cool.

AI-cool… not so much from a fashion standpoint

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