There’s still time to register for Financial Advice NZ’s AI in Advice virtual event which the organisation says aims to help advisers transform their practice with the power of AI.
The one and a half hour Zoom webinar starts at 10am on August 27 and advisers can register until that time.
Financial Advice NZ says advisers will “…discover how AI can help you streamline your social media, attract thousands of new clients who come to you (not the other way around), and protect your business with the first-ever compliance chatbot designed to help you avoid costly mistakes.”
The event features Panos Leledakis – President and Chief Executive, International Financial Architects Academy and is hosted by Kevin Turnock – National Manager – Advice & Professional Standards, Asteron Life.
Financial Advice NZ says Leledakis was a highly rated speaker at the National Adviser Conference and advisers will “…walk away with a clear, actionable roadmap and the support you need to start using AI effectively – helping you thrive in this new era of advice.”
CEO of Financial Advice NZ Nick Hakes told Riskinfo the organisation tracks a critical advice issues list and it’s no surprise that AI is top of the list. He also pointed to the NZ data on global research Financial Advice NZ did with the Financial Planning Standards Board. (Also see: High Use of AI by Financial Advisers).
Leledakis has an extensive 25 years of experience in insurance and financial planning since 1999, as a top-awarded insurance consultant and a Top of the Table, Million Dollar Round Table member. A pioneer in the insurance industry and an insurance futurist, he is an expert in digital transformation, artificial intelligence, internet marketing strategies, automation, virtual and augmented reality, and cutting-edge technologies in the insurance sector.
Financial Advice NZ also notes that Turnock has a wealth of industry knowledge built over the last 28 years and is widely sought after by FAPs and advisers to lend his expertise as a former Financial Adviser, Agency Principal, Business Coach, Business Development Manager and Regional Manager.
Attendees can earn 1.5 CPD points.