Are You Wasting Your Firm’s AI Potential? скачать в хорошем качестве

Are You Wasting Your Firm’s AI Potential?

How you prepare your organization to use AI determines whether it becomes a productivity tool or another piece of abandoned software. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Luke Ripienski, CFP®, Chief Compliance Officer, and Dustin Anaas, Compliance Analyst, to explore how advisory firms can adopt AI without creating unnecessary risk. Learn how to identify high-value use cases in your practice, establish governance frameworks that work, and train AI to become a productive team member. From review processes to data exposure pitfalls, this episode provides the practical roadmap advisors need to implement AI with confidence. To see all resources and statistics from this episode, please visit https://c2pe.info/4pJnsAX. 💬 Did you enjoy this video? Share with your network and tag us on social! 📲 *Follow C2P Enterprises on social media*: Facebook ➡️  / c2penterprises   X/Twitter ➡️https://x.com/C2PEnterprises LinkedIn ➡️  / c2p-enterprises   ✅ Subscribe to C2PEnterprises now! / @C2PEnterprises --------------- We Don’t Just Care About Financial Advisors — We Are Financial Advisors. And Our Business is to Build Your Business. C2P specializes in helping financial advisors succeed. Our focus is on providing the essential tools, training, coaching, and support to build thriving businesses and set advisors up for success. Advisors must bridge the demands of being both an impactful holistic advisor and a capable business owner. C2P independently serves advisors. But when you combine the respective knowledge and resources together, the results are endless. For continued education and professional development, take advantage of our variety of certified financial planner services designed to help you grow as a holistic advisor and cultivate your business. Book A Call With Us: https://calendly.com/c2penterprises --------------- 🎧 For more episodes of our podcasts, visit: The Rainmaker Multiplier On Demand ➡️https://c2pe.info/3MyCrfY The Bucket Plan On Demand ➡️https://c2pe.info/3xII5rA 📬 questions@c2penterprises.com --------------- 📚 Disclaimer: At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice. --------------- #C2Pods #investing #wealthmanagement #investmentmanagement #stockmarket #investmentmanagement