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Will Your Clients Turn to You or AI and ChatGPT for help?

Available On Demand

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


Liz Strait
Head of Behavioral Science
Atlas Point, LLC


Shannon Rosic - Host
Director of WealthStack Content & Solutions




TAGS: Resources