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Advocis Coffee Talks: Never again: 6 things AI now does for advisors
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Advocis Presents: 
Coffee Talks: Never again: 6 things AI now does for advisors

 

2026 Series - Episode eight: Never again: 6 things AI now does for advisors

Join us on Thursday, September 17, 2026, from 11:00 AM – 12:00 PM (Eastern) for an Advocis Coffee Talks session featuring Marc Gingras, Co-Founder and CEO of Bloks.

Most advisors have seen AI take notes during a meeting—but that is only the starting point. In this session, Marc will explore six powerful ways advisors are using AI after one meeting ends and before the next begins. He will also share what advisors should demand from any AI tool that handles sensitive client data.

Please refer to the chart below for your local timezone: 

 

 

As a benefit of membership, this webinar series is complimentary and exclusive to Advocis members. Please use your Advocis ID as the promotional code on Eventbrite to unlock your free ticket. Tickets are limited and go quickly, register today to reserve your spot!

 

 

Thank you to our Coffee Talks sponsor:

 


 

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