Making the Most of AI Featuring Andie Lafontant - A.U.M.™ LIVE for Financial Advisors скачать в хорошем качестве

Making the Most of AI Featuring Andie Lafontant - A.U.M.™ LIVE for Financial Advisors

When you combine a clear niche with thoughtful AI use, prospecting stops feeling awkward—and starts feeling strategic. Join Kalli Fedusenko and Andie Lafontant, CFP®, of Blue Zone Wealth Advisors for a conversation on how niching into entrepreneurs and business owners helped her build a powerful referral network—and how she’s using ChatGPT to support outreach and prospect preparation. ➡️ How niching sharpens your messaging and referral strategy ➡️ Real ways to use AI to prepare for prospect conversations ➡️ How to build a referral pipeline through complementary professionals ➡️ Why specificity makes AI more powerful—not less ✨ Brought to you by the Financial Planning Association (FPA) https://www.financialplanningassociat... SHOW NOTES: Anderson Lafontant, CFP® uses ⁠VRGL⁠ for portfolios: ⁠https://www.vrglwealth.com/ Vanilla estate planning: https://www.justvanilla.com/ Quin⁠ as her assistant: https://www.heyquin.io/ ⁠Claude⁠ for everything else: https://chaton.ai/claude/ Watch more at https://AskUsMarketing.live