How Advisors Use Safe AI to Take Meeting Notes, Organize Tasks, Update CRM, Write Recap Emails, and

Advisors spend an average of 18 hours per week on meeting-related admin (meeting notes, tasks, CRM updates, email recaps, meeting prep). This load limits the total number of clients an advisor can serve well and is often the least favorite part of an advisor's day. With new AI advances, what once took 40 minutes per meeting can take 5 minutes! In this session, you will learn how advisors put safe and compliant AI to work drafting meeting prep, writing audit-friendly meeting notes, building your post-meeting task list, writing personalized recap emails, and updating CRM. We will also cover compliance considerations related to these AI tools.

Learning Objectives:

1. Learn practical AI techniques for client meeting prep, capture, and post-meeting deliverables.
2. See examples of AI assisting with advisor/client meeting notes, tasks, CRM updates, FP data capture, and meeting compliance.
3. Understand related compliance considerations including AI safety and how AI works.