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LIVE WEBINAR - AUG 19TH
1:00 - 3:00PM (EST)
Still printing directions
in an AI world?
Emily Bennett breaks down how AI is already reshaping the financial industry, and what it means for financial professionals who want to stay ahead of the curve instead of catching up to it.
Trusted by Leading Organizations
Emily Bennett
Information & Technology Coach specializing in CRM Solutions
Emily Bennett has spent more than two decades helping professionals navigate technology with confidence. With expertise in CRM systems, technology leadership, and emerging AI tools, she helps professionals and their teams choose practical solutions that improve efficiency, strengthen client relationships, and support long-term success.
Why this one is worth clearing your calendar for
What's actually changing in financial services right now, and why it's moving faster than most advisors expect.
THE SHIFT
Why the gap between early adopters and everyone else is widening, and what that means for your book of business.
THE STAKES
Practical ways to start using AI in your practice without needing to become a technologist yourself.
THE PLAYBOOK