25EDGE-12RV: Remarkable by Design: AI-Enhanced Client Experiences That Drive Loyalty (Repeat)

To gain a competitive advantage, financial advisors must personalize client interactions in a way that is both efficient and memorable. Gingiss reveals a practical framework for using AI as a creative assistant to enhance clients' experiences. Learn how to use everyday moments to spark client loyalty and referrals while gaining a new lens for spotting ordinary touchpoints and turning them into standout moments.

Dan Gingiss