Would you like to achieve better efficiency, enhanced client engagement and even a four-day workweek? Chalk shares approaches — such as improving accuracy with AI-powered meeting notes, streamlining workflows with the automation tool Calendly and increasing personalization with custom GPT avatars — that have transformed his practice and led to an elevated client experience.
Gareth James Chalk, Dip PFS, is an independent financial advisor with an extensive background in financial planning. As one of the founding members of Blackstone Partners since 2009, Chalk is passionate about providing tailored financial advice and building long-lasting relationships with his clients. With specialties in estate planning and long-term care advice, Chalk’s approachable style and ability to demystify complex financial concepts have made him a trusted advisor to his clients.
