We continue to monitor AI where it matters most. Is it ACCURATE, and can it reduce HEADCOUNT? ACCURACY As you can see from the image above, accuracy is still an issue. A recent test that demanded reasoning, knowledge, and tax rates tripped them all up, although ChatGPT was one tiny misstep away from a perfect…
We asked Claude (Opus 4.5) a simple question: “Build a CRM”. In seconds, it came back with a CRM boasting the following features:1. Add, edit, and delete contacts2. Contact types3. Status tracking: Lead, Prospect, Customer, Closed4. Deal value tracking with pipeline totals5. Search across name, email, and company6. Filter by status and contact type7. Dashboard…
Door-to-door insurance selling was a common practice in the 1960s, especially for life and health policies, with agents (often called “book agents”) visiting homes to explain benefits, sign up families for policies, and collect premiums. This reflected the era’s focus on personal, face-to-face sales, relying on trust and community presence for business growth. This practice…
For those who are still wondering, an AI agent is a computer program that can observe, decide, and act on its own to achieve a goal. Unlike traditional AI that respond to a single prompt, agents operate in a loop: they observe → reason → act → observe the results → adjust. They break complex…
Windows, mouse, and keyboard are going the way of the dodo. It’s much easier to talk in your normal voice. In the context of financial planning advice: Windows OS: Will slowly become invisible. It will live mostly in the cloud, streaming apps with minimal local hardware. This has begun with the ChromeOS model, Windows 365 Cloud…
