This session cuts through the AI hype and shows you what’s proven to drive better client outcomes—based on 10,000 conversations financial advisors had with clients.
Join the American College's Eric Ludwig to learn how clients actually respond in planning discussions, which communication styles lead to more accepted recommendations, and what top-performing advisors consistently do differently.
Using insights from Jump’s 2026 Financial Advisor Insights Report, you’ll walk away with practical strategies you can apply immediately to improve client conversations, strengthen relationships, and grow your practice.
Presenter(s)
Eric Ludwig, PhD, CFP®, RICP®
The American College
Job Title
Associate Professor of Retirement Income, RICP® Program Director, and Director, Center for Retirement Income
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