Finish Strong in 2024: Build Momentum for a Powerful 2025
Includes Q&A - with Duncan
Tuesday, October 22nd at 12 pm ET
As 2024 winds down, Q4 is the perfect time to position yourself for a strong finish and set the foundation for an even more successful 2025. Join me for this exclusive webinar where I'll share four actionable strategies that I've refined over the years, all designed to generate results quickly and predictably.
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AI: Elevate Client Trust
2024-07-24 • 4 min video

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

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