SPEAKING & THOUGHT LEADERSHIP
Bring AI Expertise to Your Event
Ideal For
Conference organizers, industry associations, firm retreats, professional development events
Available Keynotes
"AI for Advisors: Separating Hype from Reality" (45-60 min)
What AI can realistically do for financial advisors RIGHT NOW
What's coming next (and when to pay attention)
How to avoid costly AI adoption mistakes
Real examples from advisory practices
Compliance considerations
Q&A
"The Advisor's Guide to Working Smarter with AI" (45-60 min)
Practical strategies for using AI to reclaim 10+ hours per week
How to improve client service while reducing workload
Real AI implementation examples
Common pitfalls and how to avoid them
Compliance confidence with AI
Q&A
"Client Nurturing in the AI Era" (45-60 min)
Why traditional nurturing isn't enough anymore
How AI changes the game for client retention
Practical AI systems for consistent client touchpoints
ROI of AI-powered nurturing
Q&A
Available Workshops
"AI Quick Wins for Your Practice" (90 min - Interactive) Hands-on session where attendees implement 3-5 immediate AI improvements during the workshop. They leave with tools they can use Monday morning.
"AI Ethics and Compliance for Financial Professionals" (3 hours - Deep dive into:
Ethical considerations for AI in advisory
Regulatory landscape (FINRA, SEC, DOL)
Compliance frameworks for AI use
Client disclosure and transparency
Building trust while using AI
Documentation and governance
Panel Discussion
Available as a panelist on discussions about:
Technology and the future of financial advice
AI adoption in wealth management
Next-generation advisor tools and AI
Custom Presentations
Available to develop presentations specific to your event, audience, and strategic priorities.
Ready to Get Started?
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