Dear ,
I'm reaching out to personally invite you to an exclusive presentation I'll be giving on artificial intelligence and its transformative impact on financial advisory practices:
AI Revolution in Financial Advisory: Transforming Your Practice for the Future
I know you may have already received information about this event from the San Antonio & South Texas FPA, but I wanted to extend a personal invitation as I believe the content will be particularly valuable for your practice. If you've already registered - thank you! I look forward to seeing you there.
As the presenter for this event, I've developed practical insights on how AI tools are already revolutionizing advisory firms today - from client engagement and business development to operations and financial analysis. This isn't theoretical discussion but a practical roadmap for implementation that delivers measurable ROI.
Event Details:
- Date: Wednesday, May 8
- Time: 5:00 PM - 7:00 PM
- Location: The Spurs Club
- Includes: 1 hour of CFP® Continuing Education credit, complimentary food and beverages
What I'll Be Covering:
- Practical AI tools available today that forward-thinking advisory firms are already implementing
- Specific applications for client engagement, business development, operations, and financial analysis
- Implementation strategies that deliver measurable ROI and competitive advantage
- How to navigate compliance considerations and overcome common adoption challenges
- The future outlook for AI in financial services and how to position your firm for success
If you haven't registered yet, I encourage you to secure your spot as space is limited: REGISTRATION
Can't make it? If you know you won't be able to attend but are interested in the content, please reply to this email and I'd be happy to send you the presentation deck and accompanying notes after the event.
I hope to see you on May 8th for what promises to be an engaging and valuable discussion about the future of our industry.
Warm regards,
Heath Jackson, CFP
CEO & Founder of TruGrowth Consulting
P.S. In 2 years, firms not leveraging AI will face significant competitive disadvantages. Don't miss this opportunity to get ahead of one of the most transformative trends in our profession - while enjoying food, drinks, and earning CFP CE credit in the process.
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