ChatGPT and other AI tools regularly get financial advice wrong, but your clients don't always know that. What do you do when they bring you analysis that contradicts your recommendations? Discover practical strategies for handling AI-influenced objections and using these tools proactively on your end. Join host Matt Seitz, Chief Marketing Officer at C2P and Prosperity Capital Advisors, as he sits down with Dave Alison, Founder and CEO of Alison Wealth Management and President and Founding partner of C2P and Prosperity Capital Advisors. Dave shares his real experiences from recent client meetings where ChatGPT-generated analysis created misconceptions. Learn how to proactively address AI-influenced objections before they arise, communicate effectively when clients present contradictory information, and leverage these same tools to strengthen your planning process and client communications.

 Resources:

• AI referenced: ChatGPT
• AI Software for Financial Advisors referenced: Zocks
• Training Referenced: The Bucket Plan® 2.0