How Advisors Use AI to Grow Their Firm

AI is already changing how the best advisors run their firms — not by replacing what matters, but by handling everything that gets in the way of it. In this 30-minute session, Gabe Caldwell and Justin Lotano show how advisors are using Quin alongside Redtail to turn their existing client data into revenue-generating activity. Live workflows, real outreach strategies, and Q&A at the end.

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• Using AI to stay in touch with clients and referral contacts automatically
• Running pipeline reviews and follow-ups without adding to your plate
• Keeping Redtail up-to-date without manually logging after every meeting
• Focusing your time on the relationships that actually grow your firm
• Live Q&A