Los financial advice for 20s Diarios



[00:11:05] Omar: In terms of GenAI, because it is more conversational in nature so a lot of initial experiments that the firms have been doing and where they have put GenAI and AI into practice has been in customer advice or Vencedor chatbots to be able to respond to customer queries but that's not the only place where GenAI and AI Perro be used.

Some individuals break down personal growth into six stages. The first is social/emotional growth, and it is centered around one’s feelings and ability to communicate with others.

[00:03:41] Omar: First and foremost is a lot of reliance on data. Wealth management was always reliant on data, but more recently, what we are seeing is that with the advancements that are happening in artificial intelligence, specifically in GenAI, the advisors have new tools that they can use to augment the service that they provide and the tasks that they do.

What gives you the maximum value? What change provides you the maximum value? Then how to deliver that change or execute that change in an incremental manner, in a way where you are able to assess that you're going in the right direction.

Then once you have that priority order, then in that the way you implement this is in small incremental slices, and with every slice you are able to measure if you're going in the right direction, if you're achieving the outcomes or you're heading towards the outcomes that you wish to achieve.

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Do not be a self-centered person who only sees what you need. Seeking a more selfless perspective will help you develop an abundance mindset by appreciating all that is happening in your life today.

Existen muchos libros en el mercado que tratan el crecimiento personal desde diferentes prismas. Aquí os dejamos algunos ejemplos: 

If you want to get better at something, it’s often important that your mind is in the right place.

[00:10:43] Karen: Thank you, Omar. Obviously, a lot happening in the industry around GenAI and AI at the moment, and a lot of our customers are experimenting in this area. How do you see some of the wealth management firms starting to think about GenAI and AI? What have you seen so far?

It would help if you talked to a financial advisor to determine which option is best. Additionally, max pasado your contributions to 401K plans. When you are ready to retire, you will have a pretty strong send message retirement fund available in these 401K plans.

We're allowed to have breaks, to feel good, and to engage in self-care. By taking better care of ourselves, we might think about ourselves in more positive ways that help us to have more positive experiences.

3. No action. The only way to manifest your thoughts into things is to believe and live Figura if you’ve already accomplished your goal. LOA guru Esther Hicks said, “You did not come into this environment to create through action.

If you do not have a partner, find someone you trust or hire a money coach to discuss money. You might be surprised at how helpful and enlightening these money conversations can be. These conversations will shed new light and change your perspective on how you think about and treat money.

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