Everyday AI for Financial Professionals

Generative AI is both an opportunity and a trap for financial professionals.

The trap: Wasting time trying to transform your business in big strokes.

The opportunity: Using AI to capitalize on everyday opportunities to work faster and better.

This workshop helps you work faster and more efficiently while maintaining quality and credibility with clients.

What You’ll Learn

  • How AI works and how to avoid its limitations
  • Core principles for using any generative AI effectively
  • AI tricks that help you get the most out of your large language model (LLM)
  • How to save time on administrative tasks
  • How to make the hard parts easier

Who It’s For

  • Advisors, planners, and professionals who want to streamline administrative tasks and back-office work
  • Newer financial professionals who want to accelerate their practice and their business
  • Experienced advisors at capacity who need to create more time for client conversations

Workshop Agenda

  1. The AI Opportunity for Financial Professionals
  2. AI Crash Course: What generative AI can and can’t do
  3. Core Strategies for using any AI engine effectively
  4. Three AI “Tricks” that help you get the most out of the system
  5. Everyday Use Cases that help you work faster and better

Meet Your Faculty

Dan Smaida

Dan Smaida
Founder, AdvisoryEDGE™ Forum, 25 years advising, training and coaching wholesalers in both annuities and life insurance industries. Dan is also the author of “The Psychology of Advice” and “Love and Selling.”

Eric Severson
Founder, Deka Partners, with over 2,500 hours developing AI solutions for corporate clients. Eric is a longtime sales leader and CRM developer who understands the intersection of technology and business.