Artificial intelligence and alternative investments are rapidly reshaping the advisor-client relationship. Clients now have unprecedented access to information, emerging opportunities, and powerful technology. For financial advisors, the opportunity is to use these forces to strengthen their relevance, simplify complexity, and become an even more important part of the client’s decision-making process.

In this session, Duncan MacPherson explores how AI and alternatives can be integrated into a more modern, process-driven advisory model. Rather than chasing technology or pitching products, the focus is on helping advisors elevate their value proposition, deepen client engagement, and position themselves for the next era of advice.

Attendees will learn how to:

• Use AI to simplify complexity and strengthen advisor processes.
• Position alternative investments within a broader wealth management conversation.
• Become the client’s first call for important financial decisions.
• Deepen Total Client Engagement and reinforce fee-worthiness.