Join us for this special event!

On November 4th @ 2pm ET, I’ll be teaming up with Gabe Caldwell, co-founder of Quin, for a live “show & tell” demo that’s all about reclaiming your time as a financial advisor.

We’ll walk through real advisor workflows and explore how AI can eliminate hours of admin work—without requiring any tech expertise or complicated setup.

Here’s what we’ll cover:

👉 How to save 15–20 hours a week by automating follow-ups, CRM updates, and meeting notes
👉 How to turn post-meeting chaos into a seamless workflow with one quick text
👉 The future of advisor efficiency—and why it’s not about learning AI, it’s about using it
👉 Real-world examples of how advisors are freeing up time for deeper client relationships
👉 How to identify quick wins that can transform your service model overnight

This free webinar is packed with practical insights and live examples that’ll help you take back control of your time, focus on what matters most, and let technology handle the busywork.