Agenda - Tuesday September 19, 2023

7:45 AM Sharp – 8:00 AM

Opening Remarks – Mr. Mike Englert, BA, B.Ed., EPC

8:00 AM – 9:00 AM

Topic TBA

Presenter TBA

9:00 AM - 10:00 AM

Ayal Alalouf

10:00 AM - 11:00 AM

Glenn Freeland CPCA, EPC

11:00 AM - 12:00 PM

Michael Danks CLU, AIIC, EPC

12:00 PM - 1:00 PM

How Top Advisors Are Saving 15 Hours Per Week with AI

Advisors and their teams are buried in manual work.

Meeting prep. Drafting emails before and after meetings. Note taking. Re keying an address across multiple tools. Manually entering data into the CRM and planning software like Conquest. Chasing follow ups. Updating tasks.

Individually, each task feels small. Collectively, they consume up to 10 to 15 hours per week.

What Will the Advisor Learn from This Presentation?

Advisors will learn from this presentation that AI isn’t replacing them. It’s replacing the administrative drag that keeps advisors from doing the work that grows their practice. The top performers - the ones who consistently stay ahead of client demands, regulatory shifts, and competitive pressure - are using AI as a force multiplier.

The advisors pulling ahead are not working longer hours. They are redesigning their workflow with purpose-built AI tools that automate prep, structure notes, draft follow ups, and sync insights directly into the systems they already use. They're leveraging performance coaching and client insights that results in deeper client relationships and more AUM converted.

The result is more time spent in high value conversations with clients and prospects.

Presentation Overview

In this session, you will see how leading firms are integrating AI into their daily workflow to eliminate repetitive work, improve team coordination, and elevate the client experience.

You will leave with a practical framework to help you reclaim up to 15 hours per week without disrupting your existing tech stack.

John Connell, Founder & CEO

1:00 PM - SCAN Out and Adjourn