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More
about the session:
The advisors pulling ahead are not working longer hours. They are
redesigning how work gets done, replacing manual overhead with AI that
automates preparation, structures meeting insights, drafts follow-ups,
and syncs information directly into the tools they already use.
But reclaiming time is only part of the opportunity. The
advisors widening the gap are also getting better at the work itself.
AI-powered performance coaching, built on behavioral finance, delivers
personalized feedback from real client conversations, helping advisors
sharpen discovery, deepen relationships, and convert new AUM more
consistently.
Attendees will leave with a practical framework to
reclaim up to 15 hours per week, expand client capacity by up to 30%,
and grow AUM without adding headcount.
*Correction: Wednesday, May 6*
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