Advisors to the ultra rich say AI isn't a gamechanger for landing new clientsReferrals are still the name of the game when it comes to earning the trust of the ultra-rich.{}
Referrals are still the name of the game when it comes to earning the trust of the ultra-rich.https://www.cnbc.com/2026/01/23/wealth-client-prospecting-ria-ai.html
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