Workshop
Maximizing AI: How Advisors Can Create More Value From Every Client Engagement - Zeplyn + Milemarker Workshop
Maximizing AI: How Advisors Can Create More Value From Every Client Engagement - Zeplyn + Milemarker Workshop
Maximizing AI: How Advisors Can Create More Value From Every Client Engagement - Zeplyn + Milemarker Workshop
Milemarker
May 7, 2025
The Power of AI
As AI continues to reshape the financial services landscape, the smartest wealth management firms aren't running from it—they are driving toward it strategically. Join us for an exclusive webinar where industry leaders will dive into how top-performing firms are leveraging human insight, innovative tools, and strategy to outpace AI-driven competitors. You'll hear from trailblazing minds who are redefining what it means to win in the age of automation—and how you can too.
Featuring
Era Jain — CEO and Co-Founder, Zeplyn
Jud Mackrill — Co-Founder, Milemarker
Jessica Perez — VP of Growth, Milemarker
What You'll Learn
In this session, discover how to:
Leverage your unique value as a human-first advisor in an AI-saturated world
Combine AI tools with advisor intuition to outperform automated solutions
Stay agile and future-ready without losing the personal touch
Don't get disrupted—get ahead.
Workshop
Maximizing AI: How Advisors Can Create More Value From Every Client Engagement - Zeplyn + Milemarker Workshop
Milemarker
May 7, 2025
The Power of AI
As AI continues to reshape the financial services landscape, the smartest wealth management firms aren't running from it—they are driving toward it strategically. Join us for an exclusive webinar where industry leaders will dive into how top-performing firms are leveraging human insight, innovative tools, and strategy to outpace AI-driven competitors. You'll hear from trailblazing minds who are redefining what it means to win in the age of automation—and how you can too.
Featuring
Era Jain — CEO and Co-Founder, Zeplyn
Jud Mackrill — Co-Founder, Milemarker
Jessica Perez — VP of Growth, Milemarker
What You'll Learn
In this session, discover how to:
Leverage your unique value as a human-first advisor in an AI-saturated world
Combine AI tools with advisor intuition to outperform automated solutions
Stay agile and future-ready without losing the personal touch
Don't get disrupted—get ahead.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
