The Power of Predisposition: Transforming Client Acquisition with AI

Client acquisition starts with preparation—and AI tools are taking predisposition to the next level. Learn how financial professionals use AI to gather insights, align value with prospects, and turn initial meetings into meaningful, productive conversations. Discover how shifting from being “interesting” to “interested” can redefine your approach to client relationships.

This clip is an excerpt from episode 69 of the ‘Always On with Duncan MacPherson' financial advisor podcast featuring Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust Portfolios. ‪@FirstTrustAdvisors‬

Stream episode 69, "AI in Financial Services: Unlocking Potential and Future Opportunities", on your favorite podcast channel:

Apple: https://paretosys.co/ao_ap
Spotify: https://paretosys.co/ao_sp
Find Your Channel: https://paretosys.co/ao_bb

Chapters:

00:00 - Predisposition and Client Acquisition
01:30 - AI Tool: Perplexity
02:37 - Taking search to whole new level

The information covered and posted represents the views and opinions of the hosts and/or guests and does not necessarily represent the views or opinions of Pareto Systems. The content has been made available for informational and educational purposes only.

Always ON - Podcast for Financial Advisors: https://www.paretosystems.com/podcast...