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.

(Purchase of this product will include a link to the video, audio, and a pdf of the presentation.)

Presented by Brad Barros and Joe Strazzeri