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AI for Advisors: AI doesn’t read minds—it reads signals. The strongest signal is an example. When you share something real in your prompts—a document, message, or format—the AI starts to deliver results you want.
AI for Advisors: When prompting an AI model, we often rush straight to the task. But just like a great discovery interview, a great prompt benefits from slowing down to ask the right questions. And sometimes, the most powerful move isn’t what you ask the AI—it’s what you invite the AI to ask you.
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The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025