Highlights include:

-The real definition of AI - and what it isn’t

-How advisors can use AI now for content creation, meeting summaries, keyword tracking, and CRM automation

-Why prompt engineering is the new must-have skill for marketing and operations

-Use cases for predictive analytics in revenue growth, client retention, and opportunity spotting

-The power (and risk) of AI-generated content - and how to avoid compliance nightmares

-What “co-intelligence” really means in the age of AI-enhanced advisory firms

Whether you’re an early adopter or still skeptical, this episode will change the way you think about AI’s role in your practice - and give you the tools to start using it wisely, safely, and efficiently.

Reach Sue at: [email protected]

And Brian at: [email protected]