The End of Cold Calling for Retirement Advisors
Yet for many advisors, business development still looks the same: endless prospect lists, unanswered calls, voicemail after voicemail, and hours spent hoping someone finally picks up.
Voice-First: The Silent Killer of Traditional Advisory Sales
For years, advisors were told that AI was about text: emails, posts, summaries. That era is ending.The next shift is voice — not robo-calls, not gimmicks, but AI-enabled human communication at scale