|
Evolution Of Advice From Product-Sales Planning To Guidance To Thrive In The AI-Era
In the AI era, both smart technology and modern consumer expectations are moving faster than most advisory models - and the gap is widening.
AI, Total Cost Reporting, and rising client expectations are already ahead of today's advice. Learn how to evolve your approach with Life Journey Guidance and lead clients with modern DB-style confidence.
To thrive in the AI era, advisors must embrace AI as a strategic assistant - not a replacement - while doubling down on human-centric skills like empathy, judgment, and trust-building.
Advisors who blend AI's speed and scale with human insight and empathy will not only survive - they'll lead.
Advisors who thrive in the AI era are not just users - they're navigators. They guide clients through uncertainty, explain trade-offs, and communicate clearly about how AI supports - not replaces - their expertise.
What Will The Advisor Learn From This Presentation?
The advisor will learn what it takes by changing their mindset, having the right framework, and adopting the approach needed to thrive in the next decade of advice.
Presentation Overview
In this high-impact CE session, Jim Lyons shows you how to stay ahead by shifting from transactional advice to Life Journey Guidance, a human-centered approach that positions you as the confidence leader clients now expect.
Jim will address the following:
* AI Is a Tool, Not a Threat
* Use AI to Amplify, Not Automate, Advice
* Start with Low-Risk, High-Impact Applications
* Integrate AI into Your Workflow - Not Just Your Tech Stack
* Stay Vigilant About Accuracy and Ethics
* Lead the Conversation
| 
