Breakout Sessions A

#1– A firm wants to lean into growing the use of Artificial Intelligence for their firm, and their advisors. Create a 9-point framework that will be the foundation for an AI strategy and delivery for home office, advisors and staff, and the invest-customer. . 

#2 – Sketch out a “how to” for deciding on technology solutions. Focus should be at both home office and advisor levels. While choosing new solutions is important, so is also determining when the need to move on from an existing provider. What does it take to get on the “main show” platform, and how does an advisor add a technology to their office? As well, what about newly recruiting and onboarded advisors and their technologies