Empowering Financial Advisors with AI: Scaling Your Practice for Tomorrow's Markets (1 hour of CFP CE)

SPEAKER: Brian Boughner
www.aiadvisortools.com

The presentation will include:

1. **Unraveling AI in Financial Advisory**: A comprehensive exploration of AI's role and potential in modern financial advisory practices.

2. **Spotlight on the Top 5 AI Tools**: A hands-on introduction to five actionable AI tools that can immediately revolutionize client management, operational efficiency, and business growth.

3. **Making the Most of ChatGPT**: Effective strategies to leverage OpenAI's powerful ChatGPT for automated client communication, advisory services, and appointment scheduling.

4. **Roadmap to AI Implementation**: Practical, results-driven strategies for integrating AI tools to scale your practice and hit your marketing targets.

5. **Interactive Q&A Session**: A lively discussion to delve deeper into the audience's questions, clarifying their understanding of AI's capabilities and applications in our shared field.

FPA Members (any chapter) - FREE
Nonmembers - $20