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