Skip navigation
TradePMR_Couple_iStock-1811909927.jpg

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

Thursday, March 14, 2024 | 2:00 PM ET

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 applied for and are pending approval.

Brought to you by

 

Sponsored by

 

 

 

 

 


*Atlas Point, LLC, Liz Strait, and WealthStack, Shannon Rosic – Moderator, and WealthManagement.com are not affiliated with Trade-PMR, Inc. Bill Coppel is a broker/dealer registered person with TradePMR.

Bill Coppel
Chief Client Growth Officer
TradePMR

 

Liz Strait
Head of Behavioral Science
Atlas Point, LLC

 

Shannon Rosic - Moderator
Director of WealthStack Content & Solutions
WealthManagement.com

 

 

 

TAGS: Resources