In this episode of FPA LIVE, we’re joined by Kristin Harad of Full Advisor Coaching, Kristen Luke of Kaleido Creative Studio, and Derek Pollard of Constellar Creative for a timely conversation about how financial planners can stand out in the age of AI. As artificial intelligence increasingly handles many of the technical and operational basics of advice, financial planners face a new question: how do you define yourself differently when technology can do so much? These marketing leaders explore how AI can help planners become more present and more human, why clarity of identity matters more than ever, and how the future of marketing may require a surprising return to “old school” in-person connection and authentic relationship-building.

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