Artificial intelligence can help financial professionals spend less time preparing and more time delivering meaningful client experiences. This practical guide from LIMRA Retirement Income Institute shows how AI can support every stage of the client conversation, from meeting preparation and agenda creation to discovery questions, follow-up communications, and client education.
Based on a retirement planning scenario, the guide demonstrates how AI can help clients arrive better prepared while enabling advisors to focus on listening, empathy, suitability, and personalized guidance.
Why it matters:
- Improve meeting preparation and client engagement
- Uncover behavioral and emotional decision drivers
- Simplify complex retirement concepts
- Streamline follow-up and action planning
- Enhance productivity without replacing human advice
Inside, you’ll find a client conversation checklist, practical AI prompts, an implementation framework, and actionable strategies to help integrate AI while maintaining trust, compliance, and stronger client relationships.