This webinar explores how elite financial advisors are using AI—specifically ChatGPT—to acquire clients and deliver exceptional service. It’s designed for non-technical advisors and walks through real examples like practicing client conversations, analyzing financial plans, and brainstorming high-value services.
Mark emphasizes that AI doesn’t require formal training—just curiosity and good questions. He introduces custom GPT tools tailored for financial professionals and encourages using AI behind the scenes to enhance, not replace, human touch.
Two programs are offered: a self-paced learning track and a hands-on coaching program for advisors ready to transform their business using AI.
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