2024 Scholarship winnersRobert Paylor and BOD
(925) 778-1165 eastbayfpa@gmail.com

Date/Time
Date(s) - June 15, 2023
2:00 pm - 3:30 pm

Categories


Mastering the Human Element of Client Engagement in the Age of AI


Presented by: Ashley Quamme, Licensed Marriage and Family Therapist and Financial Behavioral Specialist®
BAM Financial Consulting

Why is this topic so important?
“Mastering the Human Element of Client Engagement in the Age of AI” is an event that focuses on providing practical insights on how to thrive in a world where artificial intelligence (AI) is increasingly present. As companies increasingly rely on AI to automate customer interactions, it’s more important than ever to develop and refine the human touch that clients crave.

During this event, attendees will learn about how they can build stronger, more meaningful relationships with clients. From leveraging empathy and active listening to developing personalized solutions, this event will provide attendees with the tools they need to stay relevant and effective in the face of technological disruption.

Learn more about the speaker
Ashley Quamme is a Licensed Marriage and Family Therapist and Financial Behavioral Specialist®. She is the owner of BAM Financial Consulting where she provides financial consulting services to financial advisors and firms, with a focus on improving the relational aspect both within the firm and with clients. As a trainer, Ashley provides virtual and in person training with a focus on communication skill development, building client trust, working with couples, and financial therapy topics. Clinically her training and practice has been helping couples with financial relational problems. On the personal side, she is a wife and mother of 2. When not serving as an Uber driver for her kiddos she is gardening or spending time on the lake. You can connect with her on Twitter, LinkedIn, or through her website www.bamfcc.com.

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