How AI can help you handle client emails and close deals

Day 17: AI for Objection Handling You are here: Week 4 – Closing & Expanding Accounts Today’s Focus: Overcoming obstacles with data and confidence. Lesson: AI can analyze past deals and suggest objection responses that have worked. TRY THIS: Use Gong or Chorus to review common objections from past calls and the responses that led to wins. Practice using one new objection-handling phrase in your next conversation. Why it works: You’ll be armed with proven responses, not just guesses. Share: What’s the toughest objection you face? Next: Check back tomorrow for Day 18: Predictive Forecasting—Close with Confidence

A new episode of The Agent of Wealth is LIVE! 💥 Traditionally, advisors have spent a lot of time on administrative work – notes, follow-ups, compliance. In this episode, Daniel (Seong Min) Yoo, CEO of FinMate AI, shares how his company built an AI note-taker that saves hours of work and keeps data secure. Listen now: https://lnkd.in/e3rfGKnC Tune in to discover how AI is reshaping the advisor-client relationship and what’s next for AI in financial services. Marc Bautis #TheAgentofWealth

What does a property manager actually DO all day? 🤔 We asked AI to paint us a picture, and the answer was spot on. Watch the video below to find out more.

The leading voices in AI admit something shocking: the systems they’re building could end all life on Earth. And yet: 1️⃣ They don’t know how to make these systems do what we want. 2️⃣ They don’t even fully understand how they work. 3️⃣ Instead of prioritizing safety, they continue investing in making AI stronger. ⚠️ The stakes could not be higher — and the time to act is now. 👉 Learn more: https://buff.ly/wffvuWt

I don’t start my day with coffee anymore. I start it with my AI agent. It tells me what matters most and where to start: ⚡ What customers at churn risk ⚡ What customers are ready for upsell ⚡ Meeting prep + pending tasks No guessing. Just focus. This is what the future of work looks like: AI not replacing us, but designing our day so we can focus on what actually moves the needle. What are your thought?

Savings often hide in plain sight – buried in duplicate processes and overlooked data. Partnering with agencies, GDIT uses AI to uncover those gaps and turn wasted spend into mission value. Learn more at gdit.com/ai.

Savings often hide in plain sight – buried in duplicate processes and overlooked data. Partnering with agencies, GDIT uses AI to uncover those gaps and turn wasted spend into mission value. Learn more at gdit.com/ai.

Brewed for Insight is back. No slides. No pitches. Just a cup of conversation about what’s working, and what’s not, when it comes to AI adoption. This month we’re digging into trust. AI promises speed and scale, but none of it matters if people don’t trust the systems behind it. How do we close that gap? What does it take to build confidence in tools that are probabilistic, imperfect, and sometimes biased? If you want the calendar invite, email Cadi Kadlecek at cadi.kadlecek@datasociety.com and she'll send it your way. Grab your coffee, bring your perspective, and let’s get into the conversation.

Collecting feedback without acting on it is the fastest way to lose trust. Your customers share their ideas. Then they hear nothing back. Funny enough, silence sends the loudest message: we don’t care. The truth? Teams do care, they’re just overwhelmed. AI changes that. With Theme Detection and Impact Reports, you can process feedback faster, respond more clearly, and prove to customers that their voices matter. Trust is built in those moments. And trust compounds. See how we're putting AI to work to help teams lean into their feedback, rebuild trust with their customers, and save themselves a little time. 👉 https://zurl.co/DNLwl

🚀 How ready is your organization for AI? In just 3 minutes, you’ll get a clear benchmark of your AI strategy and see how you stack up against industry peers. The AI Readiness Survey is designed for financial institutions that want to: ⚡ Measure their current progress ⚡ Identify gaps in their AI strategy ⚡ Compare with peers in the industry Get the insights you need to shape your next steps. 👉 Take the survey now: https://lnkd.in/eDemT7_d