How Advisors Can Leverage AI for Efficiency and Growth (CFP® CE)

Discover how AI transforms financial advisory practices, from workflow automation to enhanced client engagement. Join Kate Guillen from Simplicity Ops and Wealthbox as we explore the practical applications of AI in wealth management and how advisors can integrate these tools to scale their business while maintaining a human-first approach.

This webinar will cover:

1. The future of AI in financial services and its impact on advisors
2. Practical AI use cases to improve efficiency and client service
3. How to evaluate and integrate AI tools safely within your tech stack
4. Strategies to balance AI automation with human connection in advisory practices

This webinar is eligible for 1 CFP® CE credit. Attendance at the live event is required for credit.