Exchange is thrilled to announce a dynamic two-part session aimed to help advisors with AI, led by industry leaders John O’Connell and Diana Cabrices at the conference in March.
Thriving in the New AI Reality: A 2-Part Challenge
AI is the single biggest shift facing advisors today, and most don’t know where to start. It’s an opportunity to scale and a threat to obscurity. Advisors must learn to harness AI in their practice. Meanwhile, they must simultaneously learn to navigate an AI-driven search world where clients find them in entirely new ways. Exchange is here to provide the hands-on playbook for both.
John O’Connell to Demonstrate AI in Action: Personalizing Portfolios
AI can feature both signal and noise, and John O’Connell, MBA will help attendees cut through the AI hype. In this live session, he will walk through the exact prompts and platforms he uses to personalize client portfolios, providing actionable takeaways for advisors looking to enhance their investment process immediately.
O’Connell has a Bachelor of Science degree in computer science & mathematics from the College of Staten Island, and holds an MBA in finance from Rider University. He has over 30 years of leadership experience and is the founder and chief executive officer for the Oasis Group, which specializes in helping wealth management and technology firms solve their most complex challenges.
Diana Cabrices: Helping Advisors Get Found in the AI Answer-Engine Era
With AI reshaping how search engines work, the old rules for getting your brand in front of prospects are changing. Instead of just keywords, prospects now have conversations with AI, and answer engines decide who gets recommended before a user ever reaches your website.
Founder and chief evangelist Diana Cabrices will show advisors how to thrive in this new reality, sharing how to build a brand that gets seen in a world of answer and generative search optimization (AEO and GEO). She’ll provide a framework for aligning your brand story and digital footprint so answer engines learn to trust and recommend you.
Cabrices is known as a bold businesswoman and dynamic speaker. In 2024, she was named the “Hispanic Innovative Executive of the Year” by Wealth Solutions Report. She is an expert in guiding financial advisors in practice management, marketing, technology, and M&A. This session combines her expertise, offering a critical playbook for building an authentic, human-driven brand that stands out in a machine-curated world.
Exchange: Where Financial Advisors Can Level Up Their Understanding of AI
With the additions of O’Connell and Cabrices, Exchange is a can’t miss conference for finance professionals seeking to better understand how they can leverage AI to scale their business and increase their efficiency.
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