Advisors do 50 small things to avoid one big thing said David Bahnsen. “The big things draw revenue” and everything else is just wasting your time. This is just brilliant.
It takes 12-15 proofs before someone selects an advisor. What else (beyond your website) are you using to tell your story? Awesome CMO Summit! Thanks @joesteuter@tinacpowell and https://t.co/MWkunaiANf
Morning AI tips from future proof to live by:
Tinker
Be deliberate
Try it before you buy it
(And don’t be overwhelmed by the blank box in the AI chatbot - ask it to ask you questions)
Peter Nolan says wealth managers will be the last thing replaced by AI … but what can you do with AI to help you work more effectively and give you more time with clients?
Why am I so passionate about video? Well, advisors that use video drive 53 times organic traffic and 56% more leads. That’s why we’re partnering with @Socialive and @FINNY to bring advisor video to life at Future Proof Citywide in Miami https://t.co/JELDnrYPii
@NJHoopsHaven@AsburyParkPress McDermott goes zone for the last possession and after dominating the boards all day, leaves them short handed under the rim against Hines and Rivera. Btw Rivera and Parker were the unsung heroes today