Business Planning, Financial Advisor and Professional Services

AI Meeting Notes Tools For Financial Advisors: Solo Productivity Vs Associate Advisor Development?

Nerd's Eye View

MARCH 17, 2025

And with the advent of AI in particular, questions have emerged about whether technology will replace many human jobs, including financial advisors. Either way, the landscape of AI in advisor technology continues to evolve fast. Yet now, two years later, AI has not driven a mass wave of unemployment.

Financial Advisor

Financial Advisor Clients Financial Planning Professional Services

Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions

Nerd's Eye View

MARCH 18, 2024

Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect being referred and the needs they seek.

Assets

Assets Media Professional Services Financial Advisor

Financial Advisor Source

AI Meeting Notes Tools For Financial Advisors: Solo Productivity Vs Associate Advisor Development?

Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions

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