This one-hour session explores how financial advisors can use artificial intelligence (AI) to improve efficiency, strengthen client relationships, and support compliant communication. Attendees will see how advisors are using AI to save three to five hours per week through practical, real-world examples. The presentation highlights how AI reviews complex documents, summarizes research, and supports informed decision-making. Advisors will discover how AI can improve communication and client personalization while maintaining regulatory standards. The session emphasizes that AI is a partner, not a replacement, for human expertise. Participants will gain insight into compliance considerations for responsible AI use. The program’s focus is educational, empowering advisors with actionable strategies. Its conversational, interactive style keeps learning relevant and engaging. By the end, attendees will understand how to apply AI tools to build stronger, more efficient, and more client-centered practices.
Learning objectives:
- Explain the capabilities, limitations, and appropriate uses of artificial intelligence (AI) within financial planning and advisory practices.
- Identify practical and compliant applications of AI that enhance efficiency, documentation, and client communication.
- Demonstrate strategies for using AI tools to strengthen client connection, personalization, and service delivery while upholding fiduciary standards
- Provide a framework for integrating AI into daily practice in alignment with regulatory expectations, firm policies, and the client’s best interests.
Meet Craig Kirkpatrick , CBDA I Optimal AdvisorAI - Cofounder
Craig Kirkpatrick is a 30-year veteran of the Financial Services Industry and has worked directly with Financial Advisors during his career. He co-founded Optimal AdvisorAI to educate financial advisors on the use of AI technology to save time, enhance client connections and drive growth. Craig has trained thousands of Financial Professionals on how to use AI in their daily practices. His efforts, backed by 3,000 hours and over 15,000 prompts with AI models, have been well received within the financial community due to his practical application in advisor practices. Prior to Optimal AdvisorAI, Craig co-founded two alternative mutual fund companies and served as a consultant to asset management firms and investment advisors, emphasizing innovation in the sector Additionally, Craig contributes as an advisory board member to the U.C. Berkeley Extension Personal Financial Planning program, influencing the development of future financial advisors. His interests also include blockchain technology and asset tokenization, for which he has earned certifications. A University of California, Berkeley alum, Craig holds a Bachelor of Science in Finance, further solidifying his expertise and commitment to the financial advisory field.