John O’Connell Speaking at Financial Planning ADVISE AI 2025 Conference: AI in Action: Transforming Wealth Management
In this fast-paced, high-impact keynote titled ‘AI in Action: Transforming Wealth Management from Portfolio Design to Client Proposals’, which will be presented at the Financial Planning ADVISE AI 2025 Conference, October 28-29, 2025 in Las Vegas, John O’Connell will demonstrate how wealth managers can harness the power of today’s top generative AI tools to supercharge their practice. From automating investment analysis to producing compelling, client-ready proposals in minutes, this session will bring real-world use cases to life – no hype, just practical AI you can use tomorrow.
John’s live demonstration of generative AI will show how advisors can:
- Analyze an existing portfolio using natural language
- Run a Monte Carlo simulation with zero code
- Build a custom portfolio aligned to a client’s risk tolerance
- Instantly generate a polished investment proposal using Gamma AI
Whether you’re a tech-forward RIA or trying to understand what is possible, this session will equip you with AI-powered techniques to streamline your workflow, deepen client engagement, and unlock growth.
After attending this session, participants will be able to:
- Identify key areas of the wealth management process that can benefit from generative AI tools.
- Evaluate which AI tools are most applicable to their firm’s workflow and client experience strategy.
- Understand the practical steps required to integrate generative AI into their daily advisory practice.
If you’ll be in attendance, make sure you don’t miss this informative session at ADVISE AI, taking place Tuesday, October 28th at 1:35pm PT. Learn more at the link below.
