Empowering Advisers with AI: A First Look at Our New Program and Helpful Tips

Welcome to our newsletter, designed to help you leverage various tech tools and services in delivering financial advice - with a particular focus on the use of Artificial Intelligence. We aim to highlight potential tools that might be useful and provide deeper learning opportunities.

As a significant first step in this process, I'm excited to share that we're developing "AI Essentials: Navigating the Basics for Financial Advisers" within the courses area of Risk Hub. The program is here to help make AI easier to understand and use in your daily work. The target for the inital launch is June 17th.

Your Feedback, Our Focus

This program is based on the feedback, surveys, and conversations we've had with many across the industry. We know there's a lot of interest in AI, but also many questions about where to start and concerns about data privacy. We're here to help with clear, practical advice.

Initial Sections Coming Soon

We're kicking off with a few key sections:

• Introduction to AI: A simple overview of what AI is, how it has developed, and why it matters for financial services.
• Practical Applications of AI: Real-life examples of how AI can help at different stages of the advice process, from attracting new clients to managing ongoing relationships.
• AI Tools and Platforms: A look at helpful AI tools for financial advisers, including marketing tools, note-taking apps, and transcription services.

Immediate Topics to Explore

To help you get started right away, we've included sections on:

• Video Creation with AI: Learn how AI can improve your client communications and marketing efforts with easy-to-use video tools, including demos.
• Note-taking and Transcription: Discover how AI can make taking notes and transcribing meetings much easier and faster, including a look at popular tools.

Continuous Improvement

Our plan is to build this program step by step. Through this newsletter, we'll keep you updated on our progress, share new additions to the program, and highlight other AI tools that might be helpful for you.

Thank you for joining us on this journey. Your feedback will be instrumental in shaping this resource, so please share your thoughts and suggestions with us. This way, we can use AI effectively and responsibly to enhance financial advice.

Best regards,

Marc Fabris

Risk Hub Founder