AI in Practice Management
Join our exclusive masterclass tailored to the multi-faceted role of Office Managers in Financial Planning firms.
$350
$119
Our Course Includes:
- AI for administrative efficiency
- Revolutionising HR with AI
- Enhancing Client Service using AI
- Reporting and analysis simplified
- Implementing Client's Financial Advice Efficiently Using AI
- Using AI to boost client engagement
- Supporting Financial Planners with AI
- Amplifying your marketing efforts
- Streamlining Client Onboarding and Offboarding
- Streamlining Team Coordination and Task Management
What Do You Get From This Course?
- Comprehensive Knowledge of AI in Office Management
- Hands-On Experience with AI Tools
- Improved Efficiency and Productivity
- Future-Proof Skills
Limited Time Offer - Get It For Only $119!
Join the waitlist today and receive an early-bird course discount.
Interested in using AI to optimise your Statements of Advice?
Take a look at our other masterclass, specifically designed for Paraplanners.
Created By Industry Professionals
This course is created by professionals with extensive industry experience in financial planning and AI applications. Their insights ensure a rich learning experience, combining up-to-date trends with practical, real-world applications.
Frequently Asked Questions
It is assumed that you have good understanding of practice management as it relates to a financial planning practice. All topics regarding AI will be taught from the ground up and require no prior knowledge.
Katie Cirjak, a seasoned industry professional, composed this course based on extensive experience in both financial planning and AI technology. Katie brings her practical knowledge and insights into the classroom, ensuring that the course content is not only up-to-date with current industry trends, but also rooted in real-world applications. This combination of theoretical understanding and practical insight will give participants a well-rounded, in-depth view of how AI can be utilised effectively in their role as Practice Managers in financial planning firms.
To read more, please visit our About Us section.
By taking this course, you will acquire skills to integrate AI into your business operations, streamlining processes and improving efficiency. The practical knowledge gained can lead to significant cost and time savings, ultimately contributing to enhanced productivity and profitability for your financial planning firm.