AI and Automation Summit: July 2023

Hear directly from some of our industry’s most innovative CEOs as they demonstrate how AI can assist you in revolutionizing your practice. From advanced planning offerings and client portfolio statements to meaningful client communication deliverables and automation of manual tasks….they will cover it all.

  • Discover practical applications of AI within your practice and with your clients
  • Explore real-life use cases, benefits, and challenges relevant to advisors
  • Learn how AI can significantly save you time, enabling you and your firm to operate more efficiently

Watch the replay.

Featured Speakers:

  • Josh Smith | CEO, VGRL
  • Andrew Altfest | CEO, FP ALPHA
  • Anand Sheth | CEO, Pulse360
  • Brian McLaughlin | CEO, Redtail