AdviceTech Podcast 155 – AI-Powered Client Acquisition

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Technical Competence Client Care & Practice 0.75 CPD Pts

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Podcast

AdviceTech Podcast 155 – AI-Powered Client Acquisition

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This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven systems and tailored content to automate, nurture, and optimise client acquisition for advisers and professional services firms.

Accreditation Points Allocation:

0.25 Technical Competence

0.50 Client Care and Practice

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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AdviceTech Podcast 155 – AI-Powered Client Acquisition

Podcast

AdviceTech Podcast 155 – AI-Powered Client Acquisition

Quiz

Details

Learning Outcomes

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