Earn a $10 Amazon gift card or a $10 donation to a charity upon completion and qualification. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
| | Contribute to Editorial Research | Seeking your insights on how generative AI is being leveraged to engage new clients | |
|
| 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.
|
|
| | Or, copy and paste this link into your browser: |
|
| | 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. |
|
| Best Wishes,
| Brian Wallheimer Editor-in-Chief Financial Planning |
|
| | | |
|
| Financial Planning | You’re receiving this email because you signed up for Knowledge Base emails from Financial Planning. | If you no longer wish to receive these emails, you can opt out here. | To update the emails you want to receive or to unsubscribe, please visit our Email Preference Center. | | Arizent One State Street Plaza, 27th Floor New York, NY 10004 | About | Subscriptions | Contact | Privacy Policy | Have questions or concerns? Contact Support | Follow us in real time: | |
|
|
|
|