Live Webinars
Join financial planner Mike Collins as he shares his experience with the technology that he uses, which include the following: Core Tech Stack: Red Tail, Black Diamond, eMoney…
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…