Optivise Advisory Services

08/05/2025

AI-powered tools can sort data in seconds, but when it comes to client planning, does speed trump insight?

I’ve seen more platforms tout “AI-driven everything” than I can count, but most clients still want a real person on the other end of the phone—especially when life gets complicated.

So, here’s the question for fellow advisers:
How comfortable are you really with the rise of AI in financial advice?

Do you trust the algorithms, or do you still believe there’s no substitute for the human touch (especially when a client’s future is on the line)?

Do you prefer to use AI to help manage your business operations?

Are you going all-in on automation, or keeping technology in its place as a tool, not a replacement?

We’d love to hear what’s working—and what isn’t—in your own practice.

07/14/2025

Great Reminder to us all!

Do the best you can until you know better. Then when you know better, do better.

Reminder that where you are today does not have to be where you are tomorrow — for those who want to make a leap but don’t know how, let me help you.

We all need someone who pushes us to do better than we know how. Go to grantcardone.com/10xmentor to join my mentor community.

06/09/2025

You know you have more potential inside you. But something’s holding you back—maybe it’s lack of clarity, direction, or the right guidance.

That’s where John C. Maxwell’s Monthly Mentorship Calls come in. Get real strategies, accountability, and wisdom every month to break through your leadership barriers.

Start growing today 👉https://www.johnmaxwellacademy.com/mentoring-with-john

03/24/2025

By popular demand I’m posting this chapter from “The Everyday Hero Manifesto”, a book that has been shared by everyone from business titans and sports heroes to top influencers like Kim Kardashian and Jeezy.

Just imagine how life would be if we treated every person we met as if we may not see them tomorrow.

Love rules. Show kindness. Stand for greatness.
Love, Robin