Rejuvenating relationships is essential for financial advisors, and AI is revolutionizing the process. Discover how innovative tools can analyze personality profiles in real time, streamline creative brainstorming, and help craft intimate, impactful client events. Learn how AI saves time and energy, allowing you to focus on building stronger, more consistent connections.
This clip is an excerpt from episode 69 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust.
Stream the entire episode on your favorite podcast channel at one of the following links:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
M&A Mastermind: Smart Strategies for Growth
Includes Q&A - with Duncan
Includes Q&A - with Duncan
Watch On Demand
Have you been thinking about buying another practice to fuel your growth? Or maybe you've heard about tuck-ins-bringing in smaller advisors to scale quickly. Either way, growing through M&A might sound like the perfect strategy... but how do you actually make it work?
