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Adviser Growth Community

114 members • $29/month

2 contributions to Adviser Growth Community
What AI topics do you want to
As many of you may have seen – @Philip Calvert & I will be broadcasting a conversation about AI in financial advice next Wednesday. We want to make sure the session is as valuable as possible for you all. So... What would you like us to cover? What questions would you like answers to? Please do shout up 🙂
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What AI topics do you want to
New six-part AI webinar series
Artificial intelligence is reshaping how financial advisers operate - but with so many AI solutions out there, it’s hard to know what actually works in practice. That’s why we're launching a new six-part series of live interviews with the founders and creators behind leading AI tools for advisers. But this isn’t just about what their solution does - it’s also about what they’re seeing from the inside: how real advisers are using their tools, what’s working and what others can learn from those behind-the-scenes insights. We kick off Tuesday 21st May at 10am (UK) with @Elliott Perry of Posterity - an AI-powered note taking and support platform built for advisers. If you want a clearer view of how AI is being used on the ground (not just the theory), and how tools like Posterity are helping reduce admin and improve client journeys, this is the session to join. It’s live, it’s free - and packed with practical, real-world learning. Register here
New six-part AI webinar series
0 likes • May '25
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Elliott Perry
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5points to level up
@elliott-perry-4369
Founder of Posterity - AI notetaker & report writer

Active 42d ago
Joined May 2, 2025
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