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AI adoption is growing across the financial services industry, but many advisory firms struggle to move from curiosity to practical use. In this session, Spencer X Smith explores the most common barriers to AI adoption—including compliance concerns, tool overload, and unclear use cases—and shares a practical, field-tested framework for moving past them.
Attendees will learn how to introduce AI tools with confidence, identify low-risk, high-value use cases, and evaluate opportunities for measurable ROI. You’ll leave with practical next steps you can put to work in your practice right away.
Learning Objectives Include:
1. Identify the three most common points where advisor AI adoption stalls and why they happen.
2. Apply a practical framework for introducing AI tools to a team without triggering compliance or trust
concerns.
3. Evaluate which AI use cases deliver the fastest, most defensible ROI for a financial advisory practice.
To view the Speaker's Bio - click here!
All of the sessions have been applied for 1 CFP and 1 WI Insurance.
Tuesday, November 10th
12:00 - 1:15 pm
Virtual Event
Register Now!
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