Fiscal.ai is now a financial data partner within OpenAI's ChatGPT for Financial Services, a tailored ChatGPT experience that combines built-in financial data with GPT-6 Astra’s reasoning to help teams develop research, financial models, and client materials in their firm’s formats.

trii launches US stock trading in Colombia, powered by Alpaca. Colombian investors can now access fractional US shares and ETFs from one mobile app.

From M&A matchmaking to embedded advisor intelligence, third annual awards spotlights AI governance and data unity over feature-heavy platforms.

What does a growth playbook look like when box spreads are part of it?

On September 24, two advisors open theirs up. Samuel Harnisch, CFA, CFP®, CPWA® has built a 150M+ practice. Akiva Glazerson is growing fast.

In The 150M Playbook, our next live webinar, they break down how they're bringing in clients, what's actually working right now, and where box spreads fit in the conversation.

Growth is rarely one big breakthrough. It's better conversations, better positioning, and better ways to solve client problems. This is a look at both of theirs.

September 24, 10am PT.

Interested in joining? Click the registration link to save a spot. 👇

https://lnkd.in/gNrzCmZA

#FinancialAdvisors #WealthManagement #BoxSpreads #SyntheticFi

Disclosure: This webinar is for educational purposes only and does not constitute investment, legal, or tax advice. The advisor experiences discussed reflect individual circumstances and are not a guarantee of similar outcomes. Box spread and options strategies involve significant risks, including possible loss of principal, as well as margin, execution, and tax considerations. Suitability depends on individual circumstances.

Check out my conversation with Steven Rothberg and Jeanette Leeds on the High Volume Hiring Podcast Thursday, Oct. 8th!

We talked about making interviews work around candidates’ lives, giving people space to tell their story, and recruiter experience. Give the podcast a listen.

Thanks you for having me on. Enjoyed the conversation!