THOUGHT LEADERSHIP & SPEAKING EXPERIENCE
Recent Engagements
AI Insights Summit 2024 Presented on practical AI applications for financial services professionals, with focus on compliance-aware implementation strategies.
AI Health Summit Explored intersection of AI technology and personal wellbeing, with applications to financial planning and client advisory.
AI Innovision Certification Training Served as instructor for inaugural certification program training college students on AI fundamentals and practical applications.
Additional Panel Discussions Participated in multiple panel discussions on AI adoption, ethics, and industry transformation.
Available for Speaking
Conference Keynotes
Breakout Sessions
Panel Discussions
Continuing Education Programs
Firm Retreats & Training Days
Association Meetings
Webinars & Virtual Events
Topics Include:
AI for Financial Advisors: What Works Now
Client Retention in the Age of AI
Compliance-Aware AI Implementation
The Advisor's Productivity Playbook
Building an AI-Enhanced Practice
Future of Financial Advice
Ethics and AI in Financial Services
Recent Engagements
AI Insights Summit 2024 Presented on practical AI applications for financial services professionals, with focus on compliance-aware implementation strategies.
AI Health Summit Explored intersection of AI technology and personal wellbeing, with applications to financial planning and client advisory.
AI Innovision Certification Training Served as instructor for inaugural certification program training college students on AI fundamentals and practical applications.
Additional Panel Discussions Participated in multiple panel discussions on AI adoption, ethics, and industry transformation.
Available for Speaking
Conference Keynotes
Breakout Sessions
Panel Discussions
Continuing Education Programs
Firm Retreats & Training Days
Association Meetings
Webinars & Virtual Events
Topics Include:
AI for Financial Advisors: What Works Now
Client Retention in the Age of AI
Compliance-Aware AI Implementation
The Advisor's Productivity Playbook
Building an AI-Enhanced Practice
Future of Financial Advice
Ethics and AI in Financial Services
Ready to Get Started?
Growth becomes easier when you have clarity, strategy, and the right tools.
Let’s build your next level — with purpose and intention.
Ready to Get Started?
Growth becomes easier when you have clarity, strategy, and the right tools.
Let’s build your next level — with purpose and intention.
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