Relationship Marketing in the AI Era
For New or Experienced Financial Advisors, Insurance Agents, Life Insurance Professionals, and Financial Services Professionals
Developed by: Martin Brossman, Dana Gower & Dr. Justin Rose
Relationship Marketing in the AI Era is a practical, modern training program designed for new and/or experienced financial advisors, insurance professionals, and Financial Services Professionals. The course teaches attendees how to build trust, generate referrals, and create consistent appointment flow by strengthening personal relationships – enhanced with today’s AI tools. This program ties directly into your existing sales systems, helping attendees integrate relationship-building habits, AI-assisted follow-up, and personalized client engagement into the processes they already use.
Attendees learn how to communicate confidently, nurture their network, deliver value-centered conversations, and use AI to stay organized and top of mind. The program equips teams to elevate performance, sharpen their competitive edge, and consistently operate at a winning level while building a sustainable, service-focused business rooted in human connection.
