Affiliated Advisors Managing Partner Trisha Qualy took the stage at the this year's Osaic W Forum for a "60 Seconds to Success" talk, and used every second of it to make a point: most professionals aren't getting nearly enough out of their AI experience.
Her prediction was direct. Within the next year, generative AI such as ChatGPT will be a daily tool for most people in the industry. The advisors who figure it out now will think more clearly, communicate more effectively, and make better decisions because of it.
Qualy walked the audience through five prompts she uses herself. A few standouts: asking ChatGPT to explain something "like I'm smart but really tired", which cuts through even the most complex concepts. Prompting it to "ask me questions before getting started" forces you to think through what you actually need, before you ever start drafting. And rewriting anything "like Ernest Hemingway" strips the clutter out of client communications faster than any editor could