12 Part Series from: ADVISOR MASTERY IN THE AGE OF AI Where the Value of Advice Is Moving — and How to Move with It by F. David A. Miller © 2026 Mindset Publishing. All rights reserved. Part 3 - The Human Difference Everything in this book so far has been about what artificial intelligence should do for your practice. This chapter is about what it must never do — and it is the most important chapter in the book. That claim deserves justification. Chapters One through Seven delivered the...

12 Part Series from: ADVISOR MASTERY IN THE AGE OF AI Where the Value of Advice Is Moving — and How to Move with It by F. David A. Miller © 2026 Mindset Publishing. All rights reserved. Part 2 - The Brand, Re-Examined The Brand equation has three pillars: Brand = Value × Network × SOPs And the third pillar contains a multiplication of its own: SOPs = New Client Process × Service Schedule × Existing Client Process The previous chapter ended with the reason this one exists. Value defines what...

12 Part Series from: ADVISOR MASTERY IN THE AGE OF AI Where the Value of Advice Is Moving — and How to Move with It by F. David A. Miller © 2026 Mindset Publishing. All rights reserved. Part 2 - The Brand, Re-Examined The Brand equation has three pillars: Brand = Value × Network × SOPs The previous chapter re-examined the first pillar. This chapter re-examines the second. The Network is defined simply: a steady stream of referrals from clients and Strategic Partners. It is the key to...