What You'll Learn
This training class, led by Chris Heye, Ph.D - expert in …
Tom Dickson
Financial Experts Network
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This training class, led by Chris Heye, Ph.D - expert in longevity and cognitive decline, class, introduces financial professionals to the power of AI to improve client conversations. Participants will learn how to use and integrate AI tools, including WhealthBot and the WhealthChat virtual assistant, into your practice to facilitate more productive discussions about health, wealth, and cognitive decline.
Learning Objectives:
1. Personalize the client experience: Discover how AI empowers you to tailor conversations to each client's unique needs and circumstances
2. Enhance productivity: Learn to use AI tools to streamline and enhance the quality of client interactions, making conversations more productive and effective
3. Plan proactively: Utilize AI insights to anticipate client needs and address concerns proactively, fostering better planning and decision-making
4. Be more confident: Raise your level confidence when speaking with clients, especially health-related concerns