AI Office Hours for Canadian Financial Advisors
A free 60-minute session where you can ask anything about using AI in your practice.
Whether you're cautious about starting, already using AI but want more confidence, or looking to do more with it, this is your space to get honest answers.
What we can cover
For the cautious
What's actually safe when client data is involved? How do you evaluate any AI tool before trusting it? We'll work through a practical framework you can apply to any tool, not just mine.
For current users
Are you getting the most out of what you're already using? We can discuss prompting techniques, workflow integration, and the small adjustments that make a real difference in output quality.
For the curious
What's actually possible now versus hype? Where is this heading, and what should you be thinking about? Bring your "what if" questions.
For everyone
Your specific questions about your specific situation. These sessions are small enough that we can dig into what matters to you.
What this is not
Not a sales pitch.
I build AI tools for advisors, and I'll reference them when relevant. But you're here to learn, not to buy anything.
Not just for beginners.
Whether you've never touched AI or you're using it daily, there's room for your questions.
Not a lecture.
Your questions shape the conversation. I come prepared with useful material, but the agenda adapts to what attendees want to cover.
Not jargon-heavy.
Plain language, practical examples, honest answers about what works and what doesn't.
Book your session
Choose a time that works for you. All sessions are virtual via Microsoft Teams.
Can't make any of the available times?
Join the waitlist and I'll notify you when new sessions are scheduled.
I'll only email you about upcoming sessions.
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