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.
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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