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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Questions:

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