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

Nerd's Eye View

Instead, it's being allocated to far more specific – but still very relevant and helpful – use cases that don't replace professional service providers and instead simply leverage their time to be even more efficient. Yet now, two years later, AI has not driven a mass wave of unemployment.

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

Nerd's Eye View

Often, sharing a connection through soft assets can be more valuable than the professional services of the COI – at least at first. From there, when the advisor is ready to reach out (whether via email, social media messaging, or something similar), leading with soft assets is key to building common ground.

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