2025-10-29 – ADVISE AI 2025 panel moderator

From Oct. 28 to 29, 2025, the second annual ADVISE AI conference was held in Las Vegas.

In my capacity as Reporter at Financial Planning Magazine, I was honored to be asked to be a moderator of the session, “AI at Every Touchpoint: Transforming the Client Meeting Lifecycle,” on Oct. 29, 2025 at the Wynn Las Vegas.

Here is the description:

“From prep to follow-up, AI is redefining the way advisors engage with clients—and streamline operations. In this dynamic session, we’ll explore how AI-powered tools are being integrated into every stage of the client meeting lifecycle, including pre-meeting preparation, real-time meeting assistants and note-takers, post-meeting summaries, CRM and financial planning system updates, and even action item tracking.

“Learn how leading firms are leveraging AI to increase consistency, save time, ensure compliance, and improve client satisfaction—without sacrificing the human element. Whether you're a financial advisor looking to optimize your process or a leader shaping your firm’s AI strategy, this session will provide real time use cases that are already transforming advisor workflows, leading to better efficiencies and more time spent on advice.”

Here is a video of the session: https://www.financial-planning.com/video/advise-ai-2025/ai-at-every-touchpoint-transforming-the-client-meeting-lifecycle

I have uploaded the video to the Internet Archive: https://archive.org/details/2025-10-29-fp-advise-ai-ai-at-every-touchpoint-video

And I also uploaded the photos of my panel by Jacob Kepler to the Internet Archive: https://archive.org/details/2025-ADVISE-AI-photos

*(Photos courtesy of Lawrence Sprung and Mike Wilson.)

And here are the stories I wrote about the conference before, during and after:

https://www.financial-planning.com/advise-ai

https://www.financial-planning.com/advise-ai-2025

2025-09-29 - FP - Explore the future of wealth management at ADVISE AI

https://www.financial-planning.com/news/advise-ai-conference-explores-future-of-ai-in-wealth-management

2025-10-06 - FP - ADVISE AI - Get ahead of the curve on AI innovation

https://www.financial-planning.com/news/advise-ai-get-ahead-of-the-curve-on-ai-innovation

2025-10-28 - FP - Advisors still in 'collective dabbler' stage of AI adoption – Kitces

https://www.financial-planning.com/news/advisors-still-in-collective-dabbler-stage-of-ai-adoption

2025-10-29 - FP - ADVISE AI - AI at Every Touchpoint

https://www.financial-planning.com/video/advise-ai-2025/ai-at-every-touchpoint-transforming-the-client-meeting-lifecycle

Video: https://archive.org/details/2025-10-29-fp-advise-ai-ai-at-every-touchpoint-video

Photos: https://archive.org/details/2025-ADVISE-AI-photos

2025-10-29 - FP - When it comes to how AI uses data, it's 'garbage in, garbage out'

https://www.financial-planning.com/news/when-ai-uses-data-its-garbage-in-garbage-out

2025-10-30 - FP - How advisors are using AI tools for prospecting and growth

https://www.financial-planning.com/news/how-advisors-are-using-ai-tools-for-prospecting-and-growth

2025-11-03 - FP - How AI has taken these firms 'from PDFs to planning'

https://www.financial-planning.com/news/how-ai-has-taken-advisory-firms-from-pdfs-to-planning

2025-11-04 - FP - Compliance as an AI 'brake pedal' and how firms are learning to steer

https://www.financial-planning.com/news/ai-is-here-but-how-should-advisors-best-implement-it

2025-11-06 - FP - Using agentic AI to spend better — not just more — time with clients

https://www.financial-planning.com/news/how-advisors-can-use-ai-agents-to-deepen-client-ties

2025-11-07 - FP - The unexpected ways AI note-takers 'accelerate' client connections

https://www.financial-planning.com/news/ai-note-takers-provide-deeper-understanding-development