Name
LP2: AI for Advisors: From Prompt to Product
Date & Time
Thursday, April 16, 2026, 4:25 PM - 4:35 PM
Description
AI is no longer optional — it's a force multiplier for every advisor. This session shows how to turn prompts into polished deliverables using LLMs, analytics, and automation. Participants will see real examples of AI-accelerated memos, dashboards, and client insights, and walk away with a reusable prompt and workflow they can apply immediately.