Mastering AI Personas for Wealth Advisors [May 22nd, Webinar Replay]

Reposting AdvisorX AI webinar here:

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For all wealth advisors looking to enhance their productivity and client engagement through AI technology. Here are a few compelling reasons why you should watch this webinar replay:

Create Effective Personas: Learn how to craft personas for almost all your services, allowing you to save at least 10+ hours per week on routine and client engagement tasks.

Realistic AI Insights: We will demystify the hype around AI and provide practical applications tailored for wealth advisors.

Leverage Your Expertise: Discover how to securely inject your domain expertise into large language models (LLMs) to augment your years of hard work and knowledge in creating content for clients and prospects.

Advanced Prompting Techniques: Gain insights into the best prompting techniques to get the most out of LLMs for wealth advisors.

Core Building Blocks: Understand the essential building blocks of creating effective AI personas that align with your firm's unique needs.

AI writing assistants are not just about generating long-form content or complex reports. They can also excel in writing short-form content, extracting summaries from large documents, and more. Imagine having an economic analyst, a virtual CMO, an expert content marketer, a financial analyst, and an estate planning assistant, all fine-tuned for your firm.

This session will go beyond custom GPTs. Our AI personas are built on an advisor’s knowledge base, documents, and preferred writing style, giving your AI a unique personality with advanced prompting techniques.

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