decorative
Straight Talk

How Can You Put AI to Work for You?

In this episode of Straight Talk, we explore why the tech-savvy advisor treats AI as a partner, not a competitor, and we dive into how advisors can use AI to level up their practice while maintaining the human touch that their clients need.

Speakers

Sheridan Culhane
Senior Business Development Strategist

Jenine Garrelick, CIMA®
Senior Managing Director

James Wilson, CFA
Senior Strategist,
Investment Product Specialist

How Can You Put AI to Work for You?

Monday, October 27th at 4 p.m. ET

How can advisors make the most of AI? In this episode of Straight Talk, we explore why the tech-savvy advisor treats AI as a partner, not a competitor. Join us as we dive into how advisors can use AI to level up their practice while maintaining the human touch that clients need. Tune in live to hear:

  • The different capabilities of AI
  • How to optimize business operations and enhance client outcomes
  • AI’s potential impact on an advisor’s bottom line
66608.2
close video