Episode Details

AI will not replace humans. It will replace humans who don’t embrace AI.

Ever-curious advisors committed to learning about AI’s latest use cases are more likely to achieve professional contrast and elevate their client experience!

To learn what’s new with AI (especially for advisors), join Duncan MacPherson’s conversation with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust. They explain why you shouldn’t fear AI, but rather leverage it for content creation, research, client communications, and much more.

They discuss:

• The evolution of AI from early machine learning to generative AI
• Practical applications of AI for financial advisors — with specific examples
• How to use AI to see through the lens of your clients and discover unmet needs
• Easy-to-use prompts you can start using right away
• Recent AI breakthroughs and future potential
• And more

Resources:

• “The Blue Square Method” by Duncan MacPherson and Chris Jeppesen
• ChatGPT
• Claude
• Perplexity
• Harness the Power of AI: Game-Changing Strategies for Modern Advisors with Craig Kirkpatrick (Ep. 52)

Connect With Duncan:

• Pareto Systems 
• 1.866.593.8020
• Schedule a Call
• Duncan on LinkedIn

Connect With Kevin:

• LinkedIn: Kevin Bishopp
• First Trust

Promotions:

• The Blue Square Toolkit