Thursday, November 5th at 11am PT  |   2 pm ET

In a World of AI, Be the Advisor They Remember.

AI is making it easier to create content and streamline your workflow. But using AI effectively takes more than a good prompt, and showing up consistently is only part of the equation. When every advisor has access to the same tools, the real differentiator is knowing how to create content that builds trust, reflects your expertise, and shows clients what makes you you.

Join Orion’s Daniel Crosby and FMG’s Susan Theder and Samantha Russell for a practical discussion on how to use AI to strengthen your marketing without losing the human touch. 

As you plan for 2027, you’ll learn how behavioral science, strategic content, and a more authentic approach to marketing can help you build stronger client relationships, stand out in an increasingly crowded digital world, and turn visibility into growth.

We’ll cover:

• How to use AI to create more time for meaningful client conversations while keeping the human connection at the center
  

• What behavioral science reveals about trust, connection, and the client experience
  

• Why polished, generic marketing gets lost in the noise, and what makes advisor websites and messaging more memorable
  

• How to create emails, website copy, and social content that reflect your expertise and sound like you, not every other advisor using AI
  

• Why showing up consistently across the right channels takes more than volume, and how to make your marketing work harder to help you get found, grow, and convert