Keynote Session: Authentic Intelligence

4.75 (4 votes)

Recorded On: 05/08/2024

Only available as part of a package

Authentic Intelligence is the new AI for financial planning, it is the unification of the human and the technical sides of money. The other AI, Artificial Intelligence, is here to stay with many benefits but it is incomplete without the human side. This session focuses on the measurable difference the new AI can make for client’s in transition and three things you can do to consistently deliver an elevated experience for both you and your clients.

1 CFP & CDFA Credits

Please note that the conference is live and in-person in Nashville, Tennessee. All schedules shown in the conference agenda are in central standard.

Book your hotel room before May 1st for a discounted rate!

VIEW THE CONFERENCE AGENDA HERE

Susan Bradley

CFP®, CeFT®

Susan is the founder of the Sudden Money® Institute, which develops processes and tools for the personal side of money and for clients going through transitions. The group created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan speaks frequently in the US as well as internationally, and is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000). Susan has served as a member of the FPA’s National Board of Directors, as well as on the National Football League’s Players Association's Financial Education Advisory Board.