Velocity Advisory Group Solution Session – Smarter Selling with AI

March 23

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Smarter Selling With AI explores how insurance and advisory sales leaders and their teams can use AI as a personal efficiency engine, shifting time away from administrative work and toward

high-value, human-to-human selling. The session frames AI as an enabler, not a replacement, demonstrating how top performers leverage data, personalization, and intelligent tools to move faster and engage prospects more effectively. Through practical examples and live demos, attendees will learn how AI can be applied immediately across the sales process, from prospecting to objection handling. Designed for both AI newcomers and experienced users, the session empowers leaders to adopt AI responsibly while strengthening the human connections that drive sales success.

Speakers

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Alec McChesney

Head of Sales and Host of Activating Greatness Podcast
Velocity Advisory Group
dave fechtman headshot

Dave Fechtman

CEO
Velocity Advisory Group

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