John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
John O’Connell wrote this bylined article for Advisor Perspectives by VettaFi, discussing how wealth management firms can build a prompting workflow in their practice. As more firms embrace AI tools, the key to success lies in how effectively these tools are implemented. By following a structured prompting workflow, wealth managers can maximize the potential of AI and reduce operational inefficiencies. Discover insights in this step-by-step guide to building a successful prompting workflow for your practice.
