Pareto Systems
AI Coaching Program
AI won't replace financial advisors.
But advisors who adopt AI will absolutely outperform those who don't.
Perfect for advisors who want to:
- Dip their toes into AI without feeling overwhelmed
- Increase efficiency and capacity
- Improve client communication and responsiveness
- Use AI safely, ethically, and compliantly
- Stay relevant and competitive
Advisors that embrace AI will:
- Save 5-10 hours per week
- Improve accuracy and responsiveness
- Elevate their client experience
- Increase capacity and productivity
- Build a more valuable enterprise
Three Live Sessions
Session 1
Wednesday, February 18th
12:30pm PT/ 3:30pm ET
12:30pm PT/ 3:30pm ET
1.
Interacting with an AI Chatbot
Mastering Prompts for Financial Advisors
How to communicate clearly with AI so it becomes a reliable thinking partner.
- Foundation of prompting
- Asking better questions
- Getting AI to write in your voice
- Drafting emails, letters, scripts, and client explanations
Session 2
Wednesday, February 25th
12:30pm PT/ 3:30pm ET
12:30pm PT/ 3:30pm ET
2.
AI Meeting Notes & Summaries
Turn Hours of Admin into Minutes
Use AI to instantly clean up and structure your:
- Client meeting notes
- CRM summaries
- Agendas and follow-ups
- Prep questions and action items
- Team communication
Session 3
Wednesday, March 4th
12:30pm PT/ 3:30pm ET
12:30pm PT/ 3:30pm ET
3.
Use AI in Microsoft 365
Supercharge Outlook, Word, Excel & PowerPoint
Practical workflows you can use immediately:
- Summarize long email threads
- Draft client letters and documents
- Analyze spreadsheets and uncover insights
- Build branded slide decks in minutes
Registration
Pareto Systems
AI Coaching Program
AI Coaching Program
Advisor Training Program
3 Sessions
+
Implementation Resources
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Session Recordings & Replays
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Advisor Specific Use Cases
