Dr. Maribeth Kuzmeski
Red Zone Marketing

Topic: The AI Advantage: Innovation, Adaptation & The Future

Description: The advisors who win the next decade won't be the ones who know the most about AI. They'll be the ones who used it to get closer to their clients, not further away.

In this presentation, Maribeth Kuzmeski shows financial advisors how to turn AI from a source of anxiety into a genuine advantage: freeing up hours spent on admin and research, sharpening focus on the conversations that actually build trust, and creating more room for the relationship-driven work that no algorithm can replace. Along the way, she introduces the Gundy Paradox, the moment when past success makes an advisor resistant to the very change that would keep them successful, and gives audiences a practical, actionable framework for adapting without losing what makes them valuable in the first place. Advisors leave with a clear-eyed view of where AI fits in their practice, and a roadmap for using it to work smarter, connect deeper, and stay ahead of a profession that's changing faster than ever.