Getting Started with AI—For Advisors Who Have Not Started Yet
A free 60-minute session designed for financial advisors who want to understand AI safely before diving in.
What You'll Learn
A practical safety framework
Know exactly what questions to ask before using any AI tool with client data.
Live demo of Meeting Notes Pro
See local PII processing in action, not just claims.
Common pitfalls to avoid
Learn from others so you do not have to make the same mistakes.
Honest Q&A
Ask anything. No topic is off limits.
What This Is Not
Not a sales pitch (Meeting Notes Pro is mentioned but not pushed)
Not pressure to buy anything
Not intimidating technical jargon
Not assuming you know anything about AI already
This is simply a practical, honest introduction to AI for advisors who want to understand before they adopt.
Book Your Free Session
Choose a time that works for you. All sessions are virtual via Zoom.
Calendly Booking Widget
Configure NEXT_PUBLIC_CALENDLY_URL to enable booking.
Can't make any of the available sessions?
Join the waitlist and we will notify you when new sessions are scheduled.
We will only email you about upcoming sessions.
Already ready to try Meeting Notes Pro?
You do not need to attend a session first. Start your free trial anytime.
Learn About Meeting Notes Pro