[Audio] TOT Speaks: Revolutionizing Effciency and Engagement: AI and Automation in Financial Planning; 3 Tips to Stay on Top; Proactive Calling Helps Retain Clients and Generate New Business; Changing Clients’ Lives with the Vision, Commitment and Action Plan

Artificial intelligence has transformed the accuracy, efficiency and personalization of Chalk’s business. He shares practical strategies to embrace new technology and revolutionize your approaches and clients’ decision-making.

 What does it take to not just reach Top of the Table but remain there each year? West shares how to drive continuous success by preparing mentally, prospecting for right-fit business acquisition and embracing reciprocity with your clients.

How do you continue to evolve white-glove service in a growing practice? Shah explains how his new approach to communicating with clients helped him enhance his service while growing business from existing clients.

Cassar shares how applying vision, commitment and action — the education methodology of The Hunger Project — can spark transformation for clients. She shares stories of people she met during her travels to Uganda, Malawi and India and how those experiences relate to this impactful strategy.