NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Your discovery conversations may feel comfortable—but comfort isn’t mastery. When habit replaces intention, you risk falling into a blind spot: conversations that seem productive but fail to connect. This article challenges advisors to move beyond autopilot and rebuild their discovery process with empathy, curiosity and purpose.
Volatile markets, looming recession and inflation? This is NOT a time to be quiet about referrals and introductions.
Albert Gray’s motivation speech has inspired many advisors since he gave it in 1940. If you’ve never read it, find encouragement within these excerpts. And if you never have—you’re in for a real treat.
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September 8–9, 2025
Social Security and Medicare Workshop
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September 15–18, 2025
The AI-Powered Financial Advisor
Begins September 18, 2025