Live Webinars
This webinar features an AI-powered writing tool, Wealth Management GPT ("WM GPT"), built specifically for financial advisors. WM GPT features intelligent content suggestions that…
Most of the material you read about roles and responsibilities is about what you, the financial advisor, should bring to the table so you can deliver what your clients think they…
AI is all the rage these days, with headlines threatening how AI everything may cause the loss of countless jobs to how it may be an existential threat. Join Bryan Kelly, Managing…
Join operations expert Kate Guillen to learn how to build and implement workflows in your practice. Kate will cover: What is a workflow and How does it work? How to creating…