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Advice Efficiency
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What can you do that an AI can’t?

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Advisely-Team
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2 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 conversation: the one where the client discusses their goals and aspirations and works with the adviser to translate them into measurable objectives and a strategy for achieving them.

This conversation isn’t always easy or straightforward (dreams and money being two of the least comfortable topics for the average person to talk about) but it’s where he sees advice making the biggest difference. 

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Updated 15 days ago
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