Webinar
AI for the Rest of Us.
A free, monthly 45-minute live session for experienced professionals who’d rather not, and for owners who want a low-pressure look before bringing training to their team.
The next date is not posted yet.
When a date is set, it will be listed here. Email me and I’ll tell you when the next one is. There is no mailing list on this site.
What happens in the session
- One practical skill, taught step by step with the PACE method.
- A live demo using a fake firm and fake clients. No real data.
- A chance to try it yourself. Cameras are optional. No one is called on.
- Your questions, answered in plain English.
- Captions are on.
If a session is recorded, people who asked for the date can get the replay and the prompt card. I won’t promise a recording of a session that has not happened.
Who it is for
Advisors, paraplanners, client service teams, accountants, bookkeepers, insurance and mortgage professionals, and owners.