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06/10/2026
In March 2020, a client called her advisor before the markets opened with a voice tight and one question on her mind: "Are we going to be okay?" Her client portal couldn't answer that, and neither could a chatbot. Her advisor could.
AI is changing what it means to be a financial advisor, and the advisors who understand that the technical work is becoming a feature while the human being is the product are the ones who will win. The ones who don't were already on borrowed time.
Our CEO, Greg Bogich breaks it all down. Read it here. 👇
https://hubs.li/Q04kwsDG0
☀️ Hot take: summer is not a slow season. It just looks that way when everyone else stops showing up.
While other pull back on , the data tells a different story. July and August consistently run above average for event registrations. Your audience isn't going anywhere. Your competition just is.
Watch this. Then decide if waiting until fall still makes sense.
Click here to claim your Sponsored Listing.
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