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 GPS age. To succeed in the future, advisors will need to evolve their approach to achieve what AI cannot: building the emotional connections that enable clients to lead more fulfilling lives.

Learning objectives:

• Identifying highly personalized customer interests and objectives.
• Using survey responses to generate personalized advice.
• Using the science of AI and big language models to create deeper and more lasting customer relationships.

CFP, CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits are 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 registered broker/dealer at TradePMR.

Bill Coppel
Chief Customer Growth Officer
TradePMR

Lizzie Strait
Head of Behavioral Sciences
Atlas Point, LLC

Shannon Rosic – Moderator
WealthStack Director of Content and Solutions
WealthManagement.com