Webinar
How to think about AI as a financial advisor
Honest look at what AI means for financial advisors right now — where it helps, where it doesn't, and how to use it well.
Wednesday, June 10, 2026
10:00 AM PST / 1:00 PM EST
What to expect
This one is a little different. Instead of a product demo, we're zooming out to talk about AI and what it actually means for financial advisors right now. How to think about it, where it genuinely helps, where it doesn't, and how to use it in a way that makes you better at your job rather than just busier. 30 minutes with time for questions.
What we cover
- Intro (2 min)
- Where AI fits in financial advising today (8 min)
- What AI is actually good at vs. where it falls short (8 min)
- How to use AI in a way that works for your practice (8 min)
- Live Q&A (5 min)
