What if AI could do more than just take notes?

You’ve probably seen what AI can do with meeting notes, summaries, follow-up emails, and drafting content.

Helpful? Absolutely.

But that’s just the beginning.

Agentic AI doesn’t just help you capture the work. It can actually help you DO the work.

And instead of telling you about it, we thought it would be a whole lot more useful to actually show you.

Join The Efficient Advisor + Quin for a live Workflow Show & Tell where we’re pulling back the curtain on how a real financial advisor is using Quin inside her practice.

No hypothetical use cases. No list of 47 things AI could theoretically do.

We’re going inside her actual business to see exactly how it works.

Come See the Actual Workflows

One of Quin’s power users is joining us to walk through exactly how she uses agentic AI in her advisory practice.

We’ll look at:

• Her real workflows from start to finish

• How she set them up

• What Quin is doing behind the scenes

• What she’s learned from actually using the workflows

• Her best practices for getting the most out of AI

• Where she’s saving time and eliminating manual work

Then, the Quin team will take us inside some of their newest integrations and workflows and show us even more ways advisors are using agentic AI to get repetitive work off their plates.

This Is Different From an AI Note-Taker

Think about the AI tools you may already be using.

They listen to a meeting.
They summarize it.
They create notes.
They might even draft your follow-up email.

And then…you or someone on your team still has to take it from there.

Agentic AI takes the next step.

Think of it less like another piece of software you have to use and more like a digital team member working behind the scenes.

Once your workflows are set up, AI can help move information, complete steps, prepare work, follow processes, and keep things moving without your team manually pushing every button along the way.

And that's exactly what we want to show you.