Explore a wealth of knowledge with our diverse webinar offerings, including thought leader speaker sessions, product demos, and insights from our partner firms. Gain valuable insights, stay updated on industry trends, and uncover innovative strategies to enhance your wealth management journey. Dive in and empower yourself with the expertise you need to thrive.
As part of our Thought Leaders Webinar series, Mark Friedenthal, Founder & CEO of Tolerisk, and Mark Gilbert, CEO & Co-Founder of Zocks, explore the transformative potential of AI in financial services.
Many advisors fear technology will make their services feel robotic and impersonal. This webinar will challenge that assumption, demonstrating how thoughtfully designed AI tools can enhance the human touch, streamline processes, and deepen client relationships.
Key Takeaways:
- The Current & Future State of AI
- Humanizing AI
- Practical Applications
- Data Security & Privacy
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, Accredited Investment Fiduciary, Accredited Investment Fiduciary Analyst, and Personal Financial Consultant.