[Webinar] Best Practices for AI-Powered Client Communication - Tomorrow 12/3 @ 2PM ET

Dec '24 (edited) • AdvisorTech

Hey everyone, I will be doing a webinar with Wealthbox tomorrow talking best practices on leveraging AI for client communications.

Yes - there’s more to using AI as an advisor than just taking meeting notes.

Although hosted by Wealthbox, the discussion is relevant if you use a different CRM. The practices I will discuss and solutions I will demonstrate work with most big name CRMs (Redtail, Salesforce, etc)

Would love to see some of this community there!

Here is the link to register: https://www.wealthbox.com/webinars/best-practices-for-ai-powered-client-communication-with-beemo-automation/?sfid=701Rc00000IILRrIAP&utm_campaign=webinar-beemoautomation-20241203&utm_source=partner&utm_medium=direct

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