AI for Financial Advisors, Wealth Managers, and RIAs

Artificial intelligence isn’t killing financial advisor jobs, it’s transforming how financial advisors operate. Register for this webinar to discover practical, compliance-aware ways to use AI across client interactions, follow-ups, content creation, and internal processes. Craig Turner is the Founder of Momentum AI and has trained over 1,000 organizations on how they can bring AI efficiency into their processes. Craig will share how advisors can responsibly use AI to reduce manual work, enhance client engagement, and build more efficient workflows.. In this webinar: • Develop an AI mindset: How to think about AI as a tool to enhance – not replace – your role as a trusted advisor. • Practical prompts for financial advisors across client messaging, operational workflows, marketing, and planning. • Where AI fits into your daily workflow to save time while maintaining professionalism and trust. Register Now! About our speakers: Special Guest Speaker: Craig W. Turner is the founder of Momentum AI and a nationally recognized speaker who helps organizations integrate AI into real-world operations. He has trained thousands of businesses and associations across North America, with a focus on practical use cases that improve client communication, decision-making, and efficiency. Host: Ted Hulsy, CRO, has over 20 years of experience serving in leadership roles in the technology field, with companies such as Sonicwall, Axcient, and Dropbox.