Target Audience:

Financial Professionals

Class Description:

This training class introduces financial professionals to the power of AI to improve client conversations. Participants will learn how to use and integrate AI tools, including WhealthBot and the WhealthChat virtual assistant, into your practice to facilitate more productive discussions about health, wealth, and cognitive decline.

Class Objectives:

• Personalize the client experience: Discover how AI empowers you to tailor conversations to each client’s unique needs and circumstances
• Enhance productivity: Learn to use AI tools to streamline and enhance the quality of client interactions, making conversations more productive and effective
• Plan proactively: Utilize AI insights to anticipate client needs and address concerns proactively, fostering better planning and decision-making
• Be more confident: Raise your level confidence when speaking with clients, especially health-related concerns
• Grow your business: Consolidate held-away assets, connect with the next gen, and drive organic revenue growth

Format:

Virtual class (Zoom), 90 minutes

You will be asked to schedule a time for your class after entering payment information.