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AI for Advisors: Your team isn’t resisting artificial intelligence—they just don’t see how it fits their work yet. The fix isn’t more training; it’s picking one workflow, demonstrating it live, and repeating until adoption builds on itself.
Learning—the ability to take in information, formulate that information into ideas, and put those ideas in action—can improve your teams’ performance and the overall success of your practice more than anything else. How are you fostering learning?
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The AI-Powered Financial Advisor
Begins July 9, 2026
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
September 15–18, 2026