What 12,000 Advisor Conversations Reveal About the Future of Advising

What do 12,000 real advisor-client conversations reveal that surveys and CRM notes simply can't? This session explores the shift from AI as a time-saving tool to AI as a source of behavioral intelligence - and what that means for how advisors communicate with clients, plan, and grow. Drawing on a 2026 insights report from 12,000 interactions, the presenter will go through what conversational data reveals about client sentiment, advisor emotional intelligence, and the untapped potential hiding in planning conversations with clients. Attendees will leave with concrete, data-backed strategies to improve meeting outcomes and deepen client relationships.

Learning Objectives

• Discover what conversational intelligence actually reveals, including trending client topics, hidden client objections and opportunities, and the behavioral patterns of clients and advisors that separate high-performing advisors from the rest.
• Adopt the meeting habits of high-emotional-intelligence advisors - balanced talk time with clients, open-ended questions, and a shift toward goals and life context over markets - practices shown to nearly double client sentiment lift per meeting.
• Understand client reactions to tax and estate planning, including why these discussions boost client sentiment and what it takes to move clients from interest to action.