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
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