Webinar Registration

How To Leverage AI To Improve Client Conversations

Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -

Thursday, July, 10

12:00pm ET

75 minutes

Chris Heye, PhD

CEO and Founder Whealthcare Solutions and Whealthcare Planning

What You'll Learn

This training class, led by Chris Heye, Ph.D - expert in …

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

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