Let’s talk AI strategy.
⌕ Who’s this for?
Independent financial planners and teams of advisors that are exploring AI solutions or looking to get more out of their existing tech stack..
⌕ What should I expect from a session?
We’ll discuss use-cases and conduct a needs assessment. After the appointment, we’ll email some free recommendations and recommended workflows.
⌕ Do I need to prep beforehand?
No prep necessary. If you’d like to get more out of your session, we recommend reviewing your current tech and work routines to discuss specific needs with your strategist.