AI Proof Your Practice with Advanced Counseling and Planning Tools Presented by Brad Barros and Joe Strazzeri, Esq.    

The $30M line in the sand: Below it, AI is replacing legal/financial/tax/business planners. Above it, you’re either irreplaceable or obsolete. Understand why advisors are losing clients under $30M to AI software (and the leaked roadmaps show it’s only getting worse), and the five critical things you need to learn today to protect your practice.