Jonathan Michael

Founder - AdvisorX | AI Agents for Wealth Advisors

View articles by Jonathan Michael

The Financial Advisor's TCJA Communications Prompt Library

The Financial Advisor's TCJA Communications…

November 13, 2024

11 likes6 comments

Election 2024 Prompt Library for RIAs: Engage Clients Faster & Address Concerns Under a Trump Presidency

Election 2024 Prompt Library for RIAs:…

November 6, 2024

9 likes2 comments

The Triple Tax of Advisor Marketing: Time, Money, and Compliance

The Triple Tax of Advisor Marketing: Time…

November 5, 2024

9 likes

State of RIA Content Marketing 2024

State of RIA Content Marketing 2024

August 22, 2024

8 likes

5 Market Volatility Prompts for Wealth Advisors

5 Market Volatility Prompts for Wealth…

August 5, 2024

7 likes

The AdvisorX AI Guide for CCOs and CISOs: Model Hallucinations, Data Security, and Automated Compliance

The AdvisorX AI Guide for CCOs and CISOs:…

June 8, 2024

8 likes3 comments

GPT-4o and the Latest Google Gemini Updates: Practical Use-Cases for Wealth Advisors

GPT-4o and the Latest Google Gemini Updates:…

May 15, 2024

10 likes7 comments

A Brief Overview of AI Washing: Enforcement Actions, Steps for Advisors to Avoid, Protecting Vendors and the Role of Retrieval Augmented Generation

A Brief Overview of AI Washing: Enforcement…

May 7, 2024

8 likes1 comment

Writing Better Blogs: A Practical Guide for Wealth Advisors to Prompt Engineering

Writing Better Blogs: A Practical Guide for…

May 4, 2024

7 likes2 comments

Autonomous Marketing: Our Vision for an AI Future with Agentic Workflows

Autonomous Marketing: Our Vision for an AI…

April 25, 2024

5 likes

AI Writing Workflows with your Knowledge Base: 90% of Time & Cost Savings [Tax Consulting Firm Saves $4000 in Billable Hours]

AI Writing Workflows with your Knowledge…

April 6, 2024

11 likes4 comments

AdvisorX AI Vs ChatGPT Plus: Why does Wealth Management Need Another AI Tool?

AdvisorX AI Vs ChatGPT Plus: Why does Wealth…

March 23, 2024

17 likes8 comments

Referral Marketing Reimagined: The Impact of Wealth I/O on Advisor Growth

Referral Marketing Reimagined: The Impact of…

March 11, 2024

5 likes2 comments

The AI Writing Stack for Financial Advisors: Save 50% of Time Each Week Using AI-Assisted Writing Tools

The AI Writing Stack for Financial Advisors:…

February 26, 2024

20 likes16 comments

Deep Fakes: 3 Areas of Concerns for Wealth Management

Deep Fakes: 3 Areas of Concerns for Wealth…

January 31, 2024

18 likes4 comments

How AI-Powered Document Reviews can Supercharge Firm Productivity

How AI-Powered Document Reviews can…

January 29, 2024

11 likes

The AI Paradox: Disruption and Productivity in Financial Services

The AI Paradox: Disruption and Productivity…

January 22, 2024

14 likes2 comments

Compliance Review Case Study + Example Prompts

Compliance Review Case Study + Example…

January 12, 2024

7 likes

RIA Marketing Compliance Copilot: Live on the GPT Store

RIA Marketing Compliance Copilot: Live on…

January 11, 2024

13 likes1 comment

AI for RIAs: Beyond the Hype to Practical Application

AI for RIAs: Beyond the Hype to Practical…

January 9, 2024

11 likes

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