How AI Can Streamline Operations And Ensure A Steady Flow Of New Clients
IFB Member: $18
Non-Member: $23
In his presentation, Dave will review what financial advisors need to know about artificial intelligence. Topics discussed will include:
• Artificial Intelligence 101: An overview of the AI ecosystem available to financial advisors today. We will examine the different types of AI applications, their purpose, and scope relating to insurance and financial advice.
• AI Applications: The various types of AI applications available to financial advisors and insurance agents. This section will cover the three main types along with use cases within an insurance and financial planning practice.
• Limitations of AI: It is important for insurance agents and financial advisors to understand the limitations of AI so they do not overly rely on it as a source of expert advice.
• Compliance Considerations: A discussion of the various compliance considerations insurance agents and financial advisors must pay attention to if they plan to use AI applications that are not part of a secure "Advisor-Focused" ecosystem.
• Lead Generation: In this final section, Dave will outline how he is using AI to enhance prospecting, qualify leads, and save time on everyday tasks as he relaunches his financial planning practice, FP Advisors Inc. The goal is to streamline operations and ensure a steady flow of new clients.
IFB Members:
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