Robert Paylor and BOD
(925) 778-1165 eastbayfpa@gmail.com

Date/Time
Date(s) - March 6, 2024
3:30 pm - 5:15 pm

Categories


Al & ChatGPT: Real Life Uses for Financial Advisors


Presented by: Craig Kirkpatrick; Financial Veteran and Founder of Third-Act Consulting

Would you consider using artificial intelligence in your office if you could save five hours per week? Do you think that AI is just hype and being used for trivial tasks today?

If so, then you should attend our March chapter meeting when we welcome Craig Kirkpatrick to talk about Real Life Use Cases of AI for Financial Advisors.

As a former mutual fund executive and advocate for the profession, Craig is engaged with hundreds of financial advisors who would like to learn, save time, and improve client connection. Craig founded Act-Three Consulting to teach and advise planners on using AI in their firms to save significant time while increasing the high touch aspects of their business. Craig promises that you will leave with new tools to immediately employ in your practice.

About our Speaker:
As a former mutual fund executive and advocate for the profession, Craig is engaged with hundreds of financial advisors who would like to learn, save time, and improve client connection. Craig founded Act-Three Consulting to teach and advise planners on using AI in their firms to save significant time while increasing the high touch aspects of their business. Craig’s presentation will include live demonstrations on how advisors are using AI to save time. He promises that you will leave with new tools to immediately employ in your practice.

REGISTER HERE