Maximizing AI: How Advisors Can Create More Value From Every Client Engagement
Date
May 7, 2025
Venue
Online / Virtual Workshop
Location
Virtual
This workshop has already aired. The full recording is available on request.
Zeplyn and Milemarker on how top-performing firms combine advisor intuition with AI tools to outpace automated competitors — without losing the personal touch.
Featuring
Era Jain, CEO and Co-Founder, Zeplyn
Jud Mackrill, CEO & Cofounder, Milemarker
Jessica Perez, VP of Growth, Milemarker
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