Blog Post

Advice Efficiency
1 MIN READ

What can you do that an AI can’t?

Advisely-Team's avatar
Advisely-Team
Icon for Advisely Team rankAdvisely Team
8 months ago
What is the primary function of a meeting between an adviser and their client?  According to Inspired Money founder Conrad Francis and chief operations officer Sherree Coffey, it’s the deep convers...
Updated 7 months ago
Version 8.0
case study
rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
8 months ago

Such a great story conrad ! 

Would love to hear everyone else's #1 most efficient advice process so please share them here.

And if you too would like to know how your advice stacks up against industry benchmarks, do the 5-minute test here.

Related Content

First principals

Over nearly 40 years in the industry, Anne-Marie Seagrim has stuck to this credo: clients don't care how much you know until they know how much you care.
HughODonnell
4 months ago
581Views
5likes
0Comments