Advisor-Centric AI

How Financial Advisors are Leveraging AI for Greater Productivity and Client Service

June 5, 2025, 12:30 - 1:30 PM EST


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AI is no longer a future trend — it’s quickly becoming a foundational part of how leading advisors manage their practices. In this educational session, we’ll explore how financial advisors are using AI to improve productivity, enhance client service, and reduce administrative burden.

Attendees will learn how to evaluate AI tools effectively — including what features to look for, how to ensure security and compliance, and how to differentiate between general-purpose tools and purpose-built platforms. We’ll cover real-world examples of how advisors are applying AI across meeting prep, client communication, and CRM workflows, and conclude with a look at how one advisor-centric AI platform is helping firms gain a measurable edge.

This session will conclude with a live walkthrough of DataDasher, an AI-powered assistant platform built for financial advisors.

Starting In

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Speaker

Alexander Kearns

CEO, DataDasher

Registration & Fees

Cost: Complimentary

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Continuing Education

1 CE credit hour for CIMA®, CPWA®, RMA® certifications. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks.

Registrants must attend the entire event to earn CE credit.

Can't attend? Register anyway!

You will have one year to watch the recording to receive your CE credit.

 

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

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