FA Advisor Call- 2025 Summit Takeways скачать в хорошем качестве

FA Advisor Call- 2025 Summit Takeways

Join our monthly Fiduciary Alliance meeting where financial advisors from across the country share their biggest takeaways from our recent Advisor Summit and discuss actionable strategies they're implementing in their practices. Key Topics Covered: Center of Influence (COI) Strategy - Real results from advisors implementing Bryan Gallery's referral methodology AI Tools for Financial Planning - How advisors are integrating artificial intelligence to save time and grow their business Client Segmentation & Elimination - Strategies for identifying unprofitable clients and optimizing your book of business First Client Meeting Best Practices - Moving away from presentations to question-based discovery meetings Marketing & Google Reviews - Actionable steps for improving online presence and client feedback Operational Updates - Technology resources, compliance reminders, and year-end processing guidelines SAVE THE DATE: October 25-28, 2026 Mark your calendars now for next year's Advisor Summit! More details about this year's event coming soon. For More Information: Learn more about our annual Advisor Summit and Fiduciary Alliance at our websites: https://www.fiduciaryalliance.org/ https://www.advisorsummit2025.com/