Greg Glista, RFC^®

Presentation
Using AI to Think Better and Act Faster: A Practical Framework for Advisors
 

Artificial intelligence is quickly entering advisory practices, but many advisors struggle with how to use it responsibly and productively.

In this session, I’ll walk through how AI is applied inside my practice to turn complex conversations into clear direction, strengthen organization, and improve client communication without outsourcing judgment or ethics.

This presentation focuses on five practical ways advisors can use AI to augment productivity, sharpen thinking, and create a calmer, more consistent client experience.

We’ll also explore how AI can help remove emotion from repetitive or sensitive conversations, reduce blind spots, and support better follow-through.

Attendees will leave with a clear understanding of where to start, what guardrails matter most, and how to implement AI in a way that aligns with professional standards, compliance expectations, and the advisor’s responsibility to remain accountable for every recommendation.