As search shifts to large language models, advisors who aren’t optimized for AI discovery are invisible. This session shows how to structure your digital presence to be cited, summarized, and surfaced by AI turning AEO into a powerful organic growth engine.

Advisors no longer question whether they need to adopt AI – they know they should. The challenge now is moving from experimentation to meaningful adoption. Many firms have rolled out a few AI tools and encouraged experimentation, but far fewer have developed the confidence, governance, and AI fluency needed to realize measurable business value. As expectations rise from clients and leadership teams alike, advisory firms are under pressure to move toward more intentional AI strategies.

This session explores what it takes to build confidence with AI inside an advisory firm. Panelists will discuss why adoption requires more than just training; why written policies are required but are just the start of robust governance; and how firms are approaching technology decisions in a rapidly evolving market. We’ll focus on the real operational and cultural challenges advisors and firms encounter as they scale AI adoption.

Attendees will learn practical next steps advancing AI adoption in ways that empower advisors and that are secure and compliant from panelists who’ve done it before. Whether you are still experimenting with AI or trying to expand beyond early successes, this session will provide actionable insights so your organization can move forward with confidence.

AI prospecting tools are powerful, but conversion is the real challenge. This session introduces a framework for using signal-rich data effectively, building the right nurture sequences, and turning AI insights into real client relationships.

Most AI innovations in wealth management focus on finding efficiencies and accelerations of mechanical workflow processes, such as with CRMs, notetakers, planning tools, and portfolio management systems. However, much of success or failure in financial planning stems from behavioral factors related to trust, clarity, confidence, emotion, decision-making, judgment, and more. How then does AI impact the human side of advice? This panel explores advances in the mutually reinforcing dynamic between applied behavioral finance and AI technologies which are increasingly sophisticated and empathetic in their application. How AI influences the value of human capital–including hiring, training, and coaching–will be a central topic of discussion.