AI isn’t coming for your job, but it’s changing how the game is played. The Advisor AI Playbook gives you the strategic edge to adapt, compete, and thrive in the age of artificial intelligence.

Inside you’ll get:

• What AI can do, and what only human advisors can

• How to position your value in a tech-driven world

• Defensive strategies to protect your book of business

• Offensive tactics to use AI for marketing, onboarding, and client retention

• The mindset shift needed to stay ahead without sacrificing your human advantage