Unlock the Power of AI
World-class businesses have world-class systems. Our goal with this 5-part webinar series is to provide you with real-life tactical strategies that you can deploy with AI. We'll show you how to build the systems that will help you attract more clients, deliver an outstanding client experience, forge strong relationships, and increase your productivity.
Learn how to use AI to:
About this webinar series
This 5-part series is hosted by First Trust in collaboration with Pareto Systems. The series has been put together by Kevin Bishopp, a performance coach and national speaker within First Trust's Advisor Consulting Group, along with Duncan MacPherson, the co-author of 'The Blue Square Method' and the widely popular 'The Advisor Playbook.'
Together, Kevin and Duncan form a synergistic duo. Their goal is to lay the groundwork for financial professionals, introducing them to dynamic, industry-changing technology and also provide them with the context, strategy, and tools they need to thrive, but importantly, to not get left behind.
Foundations for Building World-Class Systems with AI
This webinar offers financial professionals a deep dive into the world of Artificial Intelligence (AI) and shows how it's redefining what it takes to build an exceptional advisory business. Our focus in this webinar is to lay the groundwork necessary for building various systems within your business.
Build a Scalable Client Acquisition System
You'll learn how to build a scalable client acquisition system and take your business to the next level. We'll show you step-by-step how AI can create and deploy impactful marketing strategies to help you get in front of potential clients and position yourself as an authority in your space.
High-Touch, High-Tech Client Experiences with AI
We’ll demonstrate how to use AI to enhance your client journey and experience. You'll learn how to personalize interactions, and make your client feels uniquely understood and valued. We'll show you how to tailor your communication, streamline appointment scheduling, and provide insightful content.
AI for Client Relationships: Real World Applications
Learn how to use AI to transform your client relationships from a transactional interaction to one that is relationship-driven and personal. We’ve already discovered AI can help us respond to critical life events with empathy. We're reimagining client relationships at the dawn of new technology.
Unleashing Efficiency with AI: Service Delivery and Productivity
It’s not about working more hours, it’s about getting more for the hours you put in. Get insights into how AI can free up yourself and your team to focus on more strategic, client-centric activities. Explore tools to maximize your team's productivity and build SOPs that'll help them operate at their peak potential.