John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
John O’Connell discusses how wealth managers can use prompt engineering to get more from AI in this bylined article in Advisorpedia. Whether drafting client emails, conducting investment research, or summarizing tax strategies, AI can be a powerful assistant. However, just like a junior analyst, its value depends entirely on how clearly you ask it to perform its task. That process is known as prompt engineering. This article outlines what it is, why it matters in wealth management, the main prompt types, and how to use them to get better results.
