Mastering Total Client Engagement
Includes Q&A - with Duncan
Tuesday, January 21st at 12 pm ET
Elevate your client relationships and drive meaningful growth in your practice with Duncan MacPherson, a renowned authority on practice management and relationship-building for financial advisors.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
AI Insights and Breakthroughs - NEW EPISODE Ep 61
2024-07-18 • 20 second read

AI Insights and Breakthroughs - Especially for Advisors! with Kevin Bishopp - Always On with Duncan MacPherson Podcast, Ep. 61

AI will not replace humans. It will replace humans who don't embrace AI.

Ever-curious advisors committed to learning about AI's latest uses are more likely to achieve professional contrast and elevate their client experience!

To learn what's new with AI (especially for advisors), join Duncan MacPherson's conversation with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust. They explain why you shouldn't fear AI, but rather leverage it for content creation, research, client communications, and much more.

They discuss:

  • The evolution of AI from early machine learning to generative AI
  • Practical applications of AI for financial advisors " with specific examples
  • How to use AI to see through the lens of your clients and discover unmet needs
  • Easy-to-use prompts you can start using right away
  • Recent AI breakthroughs and future potential
  • And more

Stream the full podcast for valuable insights 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

 

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.