LIVE WORKSHOP:
Your Human Advantage –
Do What AI Can’t!

Brianna Saltenberger
"Do It For Me" Concierge

Samantha Russell
Chief Evangelist

Susan Theder
Chief Marketing & Experience Officer
Wednesday, 10/8 at 12 pm PT | 3 pm ET
As AI transforms how we work, the human touch has never been more valuable.
With the holidays approaching, it's the perfect time to nail down what only YOU can do to surprise and delight your clients in ways technology simply can't replicate.
You’ll walk away with:
🎉 Proven event ideas top advisors are using — and exactly how to execute them
🎁 A list of client appreciation and gift ideas that get the biggest response
✨ Creative “surprise and delight” moments that have made the biggest impact this year
While AI excels at efficiency and data analysis, building meaningful relationships and creating memorable experiences requires the irreplaceable human touch and personal connection.
BONUS: Every attendee receives our comprehensive gifting playbook – your year-round reference to send gifts at the perfect time and get creative inspiration.

