The secret sauce of any successful financial consultancy is to build trusting relationships with clients by providing excellent advice based on an analysis of data. But two headwinds challenge that model. One, data-based decision-making misses the wisdom and innovative thinking that comes from intuition. Two, as AI makes more of our decisions, and we continue to expect the same speed and regurgitation of facts from each other as we do from Google searches, we’ll miss the opportunity for authentic, thoughtful, meaningful exchange.
Today, the speed of change is the slowest it will be for the rest of our lives. To keep up with that pace of change, we need to recognize patterns faster, deepen collaboration, and accelerate learning. We must take intuition out of the closet and into the boardroom.
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