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Every client conversation holds valuable insights, but turning those insights into effective engagement and marketing strategies requires time most advisors don’t have. Join Mark Gilbert, Founder & CEO of Zocks, and Samantha Russell, Chief Evangelist of FMG, on April 3 at 3 pm ET as they discuss ways to: • Identify Client Life Events & Trends: Understand what your clients have experienced and discussed over the past 1-3 months through AI-powered analysis of conversations. • Enhance Productivity During Client Calls: Discover AI’s role in capturing key information and improving efficiency during client interactions. • Streamline Post-Call Actions: Transition smoothly from call notes to actionable items, ensuring nothing falls through the cracks. • Develop Targeted Content Strategies: Mine client call notes from Zocks to develop compelling and highly relevant topic cluster ideas for your content calendar. • Build a Content Library: Learn how to create a dynamic content library in FMG based on client call discussions from Zocks. • Take a Privacy-First Approach: Understand how to leverage AI ethically and compliantly, ensuring client data remains secure and private.