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NOW ON DEMAND
CE Available
Artificial intelligence is entering the wealth management industry with the promise of saving time and improving efficiency. But many advisors are discovering that simply adding AI tools doesn’t solve the daily operational challenges of running a practice.
In this session, we’ll look at the everyday tasks that consume advisors’ time. From preparing for meetings to tracking follow-ups to identifying growth opportunities, we’ll talk through where AI can realistically help today and examine what it will take to create an operational model for the AI capabilities still to come.
Attendees will learn practical ways firms are using AI and better practice management systems to stay organized, improve client service consistency, and manage a growing book of business more effectively.
By the end of this session, participants will be able to:
- Identify common operational challenges advisors face when managing a growing client base.
- Explain where artificial intelligence can realistically improve advisor productivity and practice management.
- Identify practical strategies for transforming client data into actionable growth opportunities.
- Describe how structured client information and workflows support scalable advisory practices.
- Evaluate practical ways technology can improve client service consistency and operational efficiency.
Accepted for 1 CFP / IWI / CFA CE Credit
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Adrian is the Chief Executive Officer of Practifi. For over 20 years, Adrian has worked with advice businesses of all sizes to leverage technology for growth.
He believes that technology firms should be partners, not just providers, and that seamlessly integrated platforms are the future of our industry. A regular presenter at industry events in Australia and the United States, Adrian offers deep insight into technology trends and best practices for the financial services industry.
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