Are You Going to Be Replaced by an AI Agent?

Overview:

AI is no longer a buzzword. It’s a competitive force reshaping the financial industry. In this session, you’ll see how Microsoft’s research reveals the very tasks most vulnerable to automation. More importantly, you’ll discover the skills, strategies, and mindset shifts that will keep you relevant. Learn how to position yourself as a trusted advisor in an AI-driven world where human connection, empathy, and judgment matter more than ever.

Why you should Attend:

Because your job may depend on it. AI is rewriting the rules of financial advice. Will you be left behind, or will you learn to harness these tools to become indispensable?

AI is already analyzing portfolios, generating financial plans, and even coaching clients. Without adapting, professionals risk losing clients and revenues . Learn what you can do to future-proof your career and stay relevant in an AI-driven industry.

Areas Covered in the Session:

This session will dive into Microsoft’s findings on the automation risk facing financial professionals, and explore how AI is already transforming client communication, portfolio management, and planning workflows. 

Rather than resisting change, participants will learn how to leverage AI, developing strategies that turn potential threats into opportunities.

• Key insights from Microsoft’s study on AI and financial professionals
• Tasks most at risk of replacement by AI agents
• Why communication, trust, and empathy remain human advantages
• Strategies to adapt your role and harness AI as a productivity tool
• Roadmap for future-proofing your career

Who Will Benefit:

• Financial Planners
• Wealth Managers
• Client Relationship Managers 
• Investment Advisors
• Estate and Retirement Planning Professionals