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How Advisors Can Use ChatGPT to Nurture Leads

Midstream Marketing

ChatGPT won’t ever be able to ask the right questions, nor will the average individual know what information to provide ChatGPT to get the right financial advice. Plus there is a whole host of advice that is not even curated by ChatGPT. The empathy you can provide is required for sound financial advice.

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Immersion2025 – join the Transparent Advisor Movement

Sara Grillo

Transparency is the single most powerful force that exists in realm of human communication. Immersion was a refreshing gathering of like-minded advisors sharing best practices and their vision for the future of transparent financial advice. This was the first and largest in-person gathering of flat fee advisors!