Uploaded March 2026 | Updated September 2026, 2 weeks ago

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Some advisors are now sharing a single conversation thread with their clients and an AI assistant. This changes how advice gets delivered by giving clients a 24/7 resource while giving advisors real visibility into questions, concerns, and life moments as they happen. This session explores how this model deepens engagement, surfaces opportunities earlier, and helps advisors respond faster and more personally when it matters most.