AI and the future of financial advising

A conversation about where AI is taking the financial advising industry — not the hype, just an honest look at what's changing, what it means for advisors, and how to be on the right side of it. Gabe Caldwell, co-founder of Quin, is joined by a special guest for a 30-minute discussion with Q&A at the end.

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• Intro and guest introduction (3 min)
• Where AI is already changing the industry (8 min)
• What it means for the advisor-client relationship (8 min)
• How to position yourself as an advisor who uses AI well (7 min)
• Live Q&A (5 min)