Transforming Client Acquisition with AI 

Client acquisition starts with preparation"and AI tools are taking predisposition to the next level. Learn how financial professionals use AI to gather insights, align value with prospects, and turn initial meetings into meaningful, productive conversations. Discover how shifting from being "interesting" to "interested" can redefine your approach to client relationships.

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