Making the Most of AI Featuring Andie Lafontant - A.U.M.™ LIVE for Financial Advisors
Автор: Savvy Advisor Marketing
Загружено: 2026-03-17
Просмотров: 2
Описание:
When you combine a clear niche with thoughtful AI use, prospecting stops feeling awkward—and starts feeling strategic.
Join Kalli Fedusenko and Andie Lafontant, CFP®, of Blue Zone Wealth Advisors for a conversation on how niching into entrepreneurs and business owners helped her build a powerful referral network—and how she’s using ChatGPT to support outreach and prospect preparation.
➡️ How niching sharpens your messaging and referral strategy
➡️ Real ways to use AI to prepare for prospect conversations
➡️ How to build a referral pipeline through complementary professionals
➡️ Why specificity makes AI more powerful—not less
✨ Brought to you by the Financial Planning Association (FPA)
https://www.financialplanningassociat...
SHOW NOTES:
Anderson Lafontant, CFP® uses
VRGL for portfolios: https://www.vrglwealth.com/
Vanilla estate planning: https://www.justvanilla.com/
Quin as her assistant: https://www.heyquin.io/
Claude for everything else: https://chaton.ai/claude/
Watch more at https://AskUsMarketing.live
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