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Contribute to Editorial Research | Seeking your insights on how generative AI
is being leveraged to engage new clients | |
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In this 10-minute survey, we invite you to share your perspective on what steps within the AI adoption process have been beneficial and challenging in your efforts to acquire and engage new clients. Your insights will guide our understanding of how firms like yours are leveraging generative AI to grow their practice. Key insights from this research will be shared in upcoming editorial coverage.
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Or, copy and paste this link into your browser: |
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As a thank you for your time, you will receive your choice of either a $10 Amazon gift card or a $10 donation to the World Central Kitchen or Doctors Without Borders upon qualification and completion of the survey. Amazon rewards are sent via email once all survey responses have been collected and have undergone a thorough quality check. | We sincerely appreciate your time and participation. |
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Best Wishes,
| Brian Wallheimer Editor-in-Chief Financial Planning |
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