Levaging AI for Financial Advisors
Creative AI Growth Strategies in the areas of:
Target Marketing
Prospecting & Business Development
Marketing & Content Development
Practice Management
Operational Efficiencies
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YOU DON'T NEED TO DO THE HEAVY LIFTING ANYMORE
Let's face it. Artificial intelligence has taken the world by storm in recent years. It's everywhere. So why haven't you started fully using it to transform your advisory practice?
Leveraging AI, like all of our courses, is rooted in our core philosophy of "KNOWing your people, FINDing your people, and LOVING 'em hard," emphasizing deep client understanding, targeted business growth, and nurturing client relationships.
By focusing on creating practice efficiencies, up-leveling business development, and enhancing the client relationship, this course will equip you with the knowledge, strategies, and tools to grow your business by utilizing AI effectively (and compliantly!).
It's all about learning to run (and grow) your business with the help of AI.
Using AI in Practical Applications
Gain LIFETIME ACCESS to this self-led course, designed to walk you through using artificial intelligence in several facets of your business. Using AI will free up your valuable time so you can focus on building more meaningful relationships by being more present with your clients and prospects.
MODULE #1
We'll start by having a deeper understanding of AI and how using it can impact your business in a positive way. Learn how to seamlessly blend AI capabilities with your advisory philosophy, ensuring that technology enhances rather than replaces human interaction.
MODULE #2
Understand your clients on a deeper level: How to use AI to gain profound insights into your client's and prospect's preferences, including fostering trust through the ethical use of AI.
MODULE #3
Learn how to engage with your prospects with AI-enhanced digital marketing. Understand the tools that will enable you to make compelling initial interactions that make a lasting positive impression on prospects.
MODULE #4
Build lasting, meaningful relationships through exceptional client service. Use AI to enhance the personal touch you add to your practice.
MODULE #5
Learn the strategies and best practices to employ when using AI. Maintain the human touch through tracking key performance metrics and the impact AI has on client satisfaction.
MODULE #6
Understand how the landscape of AI can change in the future and how to be proactive in the face of change. Learn what you need to do to stay abreast of technological advances in AI.
Tired of employing the same old tactics?
When it comes to practice growth, we need to embrace current trends and embrace the future.
Learn how AI can transform the way you do business and interact with clients, without losing the human touch.
I'M KRISTIN.
A high performance coach, author, speaker, podcaster, and “tell it like it is” business strategist, I am obsessed with helping others grow personally, professionally, and financially. Fair warning…I call it like I see it, will challenge you to level up, and promise (quite enthusiastically) to become your biggest cheerleader.
I am a bit sassy, and always make coaching & consulting fun. My brain goes into total overdrive coming up with unique ways to help my clients grow their businesses & love their lives more! Clients tell me they frequently hear me in their heads (in my Southern accent) with my “sounds bites of wisdom!”
One thing is certain, I will coach, challenge, and empower you to grow - personally, professionally, and financially - and will cheer you on along the journey!
We can start by diving into how AI can help you grow your business.
Let's do this, my friend!
LET'S GET STARTED
Leveraging AI is self-led, meaning you can tackle modules as you see fit. Want to get it done in a week? Way to go! Want to take a more relaxed approach to really let the ideas sink in? Sounds great! You are in charge of your learning journey either way.