From Hours to Minutes: Leveraging AI-Powered Estate Planning Tools to Grow your Practice

This hands-on workshop will equip financial professionals with the practical strategies needed to deepen their influence and value in their clients' lives by aligning financial plans with their clients' life goals. Attendees will be able to proactively address irrational thoughts and emotions that can impact financial focuses on equipping financial professionals with practical strategies to deepen their influence and value in clients' lives by aligning financial plans with clients' life goals. Learn how you can proactively address the irrational thoughts and emotions that may impact financial decisions and discover how to attract and work with clients who bring both personal satisfaction and professional value. Participants will also create a Mindful Decision Checklist to guide client decisions and develop metrics to identify their ideal clients, with much of the checklist drafted during the session.

Learning Objectives

• Identify ways to mitigate clients' irrational thoughts and emotions that may affect financial decisions. 
• Implement unique ways to attract clients who align with the professional values of your practice.
• Construct a 'Mindful Decision Checklist' to guide clients in making informed decisions and establish metrics to identify ideal clients for your practice.