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Advisor AI Tools You Need to Succeed —A.U.M.™ LIVE for financial advisors

EPISODE · Jun 23, 2025 · 30 MIN

Advisor AI Tools You Need to Succeed —A.U.M.™ LIVE for financial advisors

from A.U.M. - Ask Us Marketing™ · host Savvy Advisor Marketing

The AI landscape is evolving fast—and so are the tools promising to revolutionize your workflow. But which ones actually work for advisors? Join Kalli Fedusenko and David Ortiz from Advisor AI Partners for a practical session on “AI Tools You Need.” This episode will help you separate must-haves from marketing fluff and build a tech stack that supports your firm’s growth and efficiency.➡️ The essential AI tools for financial advisors in 2025➡️ How to improve client service without losing the human touch➡️ Productivity tools that actually save time (not create more work)➡️ How to start integrating AI safely and strategically✨ Brought to you by the Financial Planning Association (FPA).

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Advisor AI Tools You Need to Succeed —A.U.M.™ LIVE for financial advisors

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