Will Your Clients Turn to You or AI and ChatGPT for help?Will Your Clients Turn to You or AI and ChatGPT for help?
Available On Demand
March 14, 2024
Date: Mar 14, 2024
Already have an account?
If your value as a financial advisor still centers on portfolio management, then your business model is at risk – not unlike selling maps in the age of GPS. To succeed in the future, advisors will need to evolve their approach to accomplish what AI cannot: building emotional connections that enable clients to lead a more fulfilling life.
Learning Objectives:
Identifying highly personalized client interests and objectives.
Utilizing survey responses to generate personalized advice.
Leveraging the science of AI and Large Language Models to create deeper and more enduring client relationships.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Brought to you by
Sponsored by
Bill Coppel
Chief Client Growth Officer
TradePMR
Liz Strait
Head of Behavioral Science
Atlas Point, LLC
Shannon Rosic - Host
Director of WealthStack Content & Solutions
WealthManagement.com
