Join us for a NAIFA Live Watch Party on Thursday, March 19 at 11:00 AM CT, hosted atD2 Sports Pub Stadium DistrictorE4 Insurance Services.
After NAIFA Live, we’ll continue the conversation with Book Club at our D2 Sports Pub Stadium District location. The Book Club portion will also be available virtually for those who prefer to join online. Please reach out to NAIFA-Wisconsin for the virtual link.
This month’s NAIFA Live features Matt Halloran presentingBe Irreplaceable: What AI Can’t Replace in the Age of Automation.
About this Session:
In a world where algorithms are learning to manage portfolios faster than you can say “fiduciary,” financial advisors face a stark truth—adapt or become obsolete. AI is here. It’s efficient, tireless, and already replacing routine financial tasks. But there’s one thing it will never master: the human connection. In Be Irreplaceable, keynote speaker and communication expert Matt Halloran delivers a jolt of reality—and a roadmap to relevance. Through bold storytelling and actionable strategies, Matt challenges advisors to stop hiding behind scripts and start mastering the one skill no machine can replicate: engaged, empathetic, deeply personal communication. Learn how to build trust faster, influence deeper, and connect on a level that turns clients into lifelong advocates—because in the age of AI, being human is your last competitive edge.
After attending this webinar, you will be able to:
- Admit that AI can do a lot of what you have historically done for clients
- Learn how AI can actually help you be irreplaceable
- Learn how the Atomic Content Method works and how it can help you make the connections needed to grow your business organically
About Book Club:
The lack of personal accountability is a problem that has resulted in an epidemic of blame, victim thinking, complaining, and procrastination. No organization—or individual—can successfully compete in the marketplace, achieve goals and objectives, provide outstanding service, engage in exceptional teamwork, or develop people without personal accountability.
John G. Miller believes that the troubles that plague organizations cannot be solved by pointing fingers and blaming others. Rather, the real solutions are found when each of us recognizes the power of personal accountability. In QBQ! The Question Behind the Question®️, Miller explains how negative, ill-focused questions like “Why do we have to go through all this change?” and “Who dropped the ball?” represent a lack of personal accountability. Conversely, when we ask better questions—QBQs—such as “What can I do to contribute?” or “How can I help solve the problem?” our lives and our organizations are transformed.
Locations:
D-2 Sports Pub Stadium District
(Book Club at this location only)
788 Armed Forces Dr
Ashwaubenon, WI 54301
or
E4 Insurance Services
951 Kimball Lane Suite 206
Verona, WI 53593
No fee - but lunch is on your own.
Please register in advance and let us know which location and session(s) you will be attending.
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