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Marketing

Will Artificial Intelligence Make You a Better Prospector?

Prospecting is the bread and butter of every financial advisory practice, which is why the best advisors spend up to 20% of their time finding and engaging with their ideal clients. These are the types of potential clients that all advisors want to work with: those who stay with the firm long-term, develop lasting relationships with their wealth manager and help to grow AUM for years to come. But the prospecting process isn’t one-size-fits-all and let’s admit it, broken for the most part. Unwieldy, mostly non-differentiated and the ROI of different tactics is hard to measure. I invite you to embrace the irony: Machines can help make relationships better. How? Read on.

Will Artificial Intelligence Make You a Better Prospector?

Prospecting is the bread and butter of every financial advisory practice, which is why the best advisors spend up to 20% of their time finding and engaging with their ideal clients. These are the types of potential clients that all advisors want to work with: those who stay with the firm long-term, develop lasting relationships with their wealth manager and help to grow AUM for years to come. But the prospecting process isn’t one-size-fits-all and let’s admit it, broken for the most part. Unwieldy, mostly non-differentiated and the ROI of different tactics is hard to measure. I invite you to embrace the irony: Machines can help make relationships better. How? Read on.

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