How can you build authentic connections and trust in an emerging chatbot, AI – driven world? If your value as a financial advisor still centers on portfolio management, your business model may be at risk. It's like selling maps in the age of GPS.  And in the case of investment management, could AI replace you?

Competing in a world increasingly less dependent on traditional intermediaries, we believe advisors will need to evolve their approach to accomplish what AI can't: building emotional connections that lead clients to living a more fulfilling life.  We will explore how you can redefine your value by leveraging the science of AI and Large Language Models (LLM) to create deeper and more enduring client relationships. 

Securities offered through TradePMR, member FINRA/SIPC.  Bill Coppel is a broker/dealer registered person with TradePMR