AI isn't the future - it's happening now.  But how can you use it to supercharge your business? This hands-on workshop is your chance to explore the transformative power of AI with financial advisory firms already leading the way—and test-drive the most innovative tools on the market.

Join us for 90-action packed minutes where you'll: 

• Hear from successful advisors using AI for growth, productivity, and efficiency.
• See real-world examples of AI in action, from content creation to lead conversion.
• Explore cutting-edge AI tools designed to save time and drive business results.
• Gain insights into using AI compliantly in an era of increasing regulatory scrutiny.
• Test-drive the tech yourself with guided hands-on activities.

Whether new to AI or looking to refine your strategy, this session will leave you with actionable insights and tools you can use immediately.

This workshop is perfect for advisors and firm leaders who:

• Want to save time by automating repetitive tasks.
• Are eager to unlock growth opportunities through AI-driven lead scoring and marketing.
• Need to stay compliant while integrating AI into their workflows.
• Are looking for practical, actionable advice—not just theory.

With only one session available, seats are extremely limited.  Book your ticket to Jolt! now to reserve your seat. 

Already registered?  No problem. Let us know and we'll send you a link to add this to your existing registration! 

📅 Date: Monday, June 9, 2025

🕒 Time: 3:30 p.m.

📍 Location: Renaissance Hotel, Nashville, TN – Wedgewood Room

🎟️ Price: Included with your Jolt! registration (but requires pre-registration).

Keynote: The AI Revolution in Financial Advisory

Discover how AI is transforming the advisor-client relationship and ensuring compliance with expert insights.

Advisor Panel: Real-World Success Stories

Learn from advisors leveraging AI for content creation, lead conversion, personal assistant tasks, and more.

Tech Showcase: Tools in Action

See lightning demos of cutting-edge AI tools for advisors.

Hands-On Activity: Try It Yourself

Experience the power of AI firsthand with guided exercises to apply what you’ve learned.

• First-Hand Experience: Test the tools and see the impact they can have on your practice.
• Expert Guidance: Learn from top-performing advisors and leading AI providers.
• Actionable Takeaways: Walk away with strategies you can implement immediately.
• Exclusivity: Seats are limited to ensure an interactive experience.

This workshop is expected to sell out quickly. Don’t miss your chance to get ahead of the curve and secure your competitive advantage.

🔒 Register Now to reserve your seat before it’s too late!

Already registered?  No problem. Let us know you'd like to add it to your registration!

What happens if the session is sold out?

Due to limited space, this session can only accommodate 10-15% of the overall projected Jolt! attendees. Act fast to secure your spot, as they are being reserved on a first-come-first-serve basis.

Is this workshop included in my Jolt! registration?

Yes, but you must pre-register as spots are extremely limited.

Do I need to bring anything?

Bring your curiosity and your device to participate in the hands-on activities!