The Future of Financial Advice: My Tech Stack

This presentation discussed the innovative use of AI and tech tools in financial planning. The presenter detailed her tech stack, including LinkedIn Navigator, Copilot, Gamma, Squad Cast, Clo.ai, Zoom, Fathom, Monarch, Side Drawer, Friedman AI, Go High Level, and Lovable. The presenter emphasized how these tools streamline marketing, sales, and client fulfillment, reducing costs and increasing efficiency. The presenter demonstrated building custom calculators for CPP and home affordability, highlighting their benefits in client engagement and decision-making. The presenter also stressed the importance of securing AI tools and integrating them into existing systems for optimal results.

Presentation Preview:

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How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Wendy Brookhouse

Wendy Brookhouse knows how to find, keep and grow your wealth. She is the Founder and Chief Strategist of Black Star Wealth where she weaves in her experience in business consulting, business ownership, and focusing on simplification to achieve outstanding results. Knowing that creating wealth takes more than just math, Wendy addresses the baggage and behaviors that keep people from doing what is in their own financial interests. Wendy is a Certified Financial Planner with an Executive MBA and she’s the author of Burn Your Budget: How to Spend Your Way to Financial Freedom. She serves on the faculty of the Women’s Leadership Intensive; served as chair and a director of Junior Achievement of Nova Scotia and Junior Achievement of Canada. She is a media ambassador for FP Canada and the host of The Real Bottom Line, a podcast featuring entrepreneurs for entrepreneurs. She loves Rugby and is always ready to travel for a good concert.