AI: Elevate Client Trust

Wondering how to better connect with high-net-worth clients? Financial Advisors are using AI to gain deeper insights into client needs and enhance their advisory services. By asking targeted questions through AI tools like ChatGPT, advisors can understand client perspectives, both technical and emotional, and refine their approach to stand out. Discover how a strategic framework for AI prompts can transform your client interactions and elevate your professional value.

Stream the entire "Always On" podcast featuring Kevin Bishopp, VP and Performance Coach for the Advisor Consulting Group at First Trust, by clicking one of the links below:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb