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AI is being used not only to locate prospects, but also to help advisors show their value on the way to signing a new client.

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With Cooper Flagg, Dylan Harper, VJ Edgecombe, Kon Knueppel, and Ace Bailey, the 2025 NBA Draft class was one of the more loaded groups in recent memory. The 2026 class is expected to be just as good, ...

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Think about what questions clients most frequently ask you, or the most commonly misunderstood aspects of what you do. You can also share case studies, project stories or lessons learned after working ...