The IFA dilemma:
AI said it wouldn't advise your clients - it does.
Are you prepared for the future?
Thursday 30th October from 9:15am - 11am
Sixways Stadium, Worcester
AI now answers over 50% of searches, including ones about finance and investments!
When tools like ChatGPT and Google’s AI Mode first come out, they said it would never answer any questions about “your money, or your life”.
That was wrong. They do.
With more people now getting financial “advice” from AI they are less likely to speak to you.
But here’s what most people are missing: success isn’t about replacing humans with AI – it’s about understanding how to work WITH the new AI tools so they promote you while maintaining the authentic human connections that drive real business results.
This practical workshop, lead by Rich Brown from QBD, will cut through the AI hype and provide you with actionable strategies that you can implement immediately.
Financial advisers, mortgage brokers and anyone from financial services are invited to learn how to promote their business in the new AI world.
Hosted by TR Heath and WPA, on 16th October at Sixways Stadium, Worcester, financial advisers and other financial services professionals are invited to join us to find out how AI is effecting their industry.
We handle the entire process—advice, compliance, and sign-ups—while you earn a fee on successful referrals. Offering WPA’s innovative family health plans will strengthen your client relationships, all with no extra work on your end. The collaboration between you and WPA ensures that we look after the health and wealth of our clients to ensure quality of life.
What is the good of wealth without your health.
*TR Health Ltd are appointed representatives of the WPA Healthcare Practice PLC
Book now - click the button below to register your place for FREE
Location
Sterling Suite, Floor 2, Sixways Stadium, Warriors Way, Hindlip, WR3 8ZE
