John O’Connell Featured in Financial Planning Magazine: Explore the future of wealth management at ADVISE AI
How are financial advisors successfully using artificial intelligence in their practices? Where is it coming up short? And what does the future hold, especially for agentic AI?
These questions and more will be explored later this month at Financial Planning’s ADVISE AI Conference, which will take place October 28-29, 2025 at the Wynn Las Vegas. This article from Financial Planning Magazine gives an inside scoop on some of the keynote sessions, including John O’Connell’s “AI in Action” session, where he’ll dive into portfolio design, client proposals, and best practices for preparing your firm for AI agents. John will give live demos of ChatGPT, Claude, Gamma, and other AI tools to guide advisors on how to improve their prompt engineering.
If you’re serious about innovating and implementing AI in your advisory practice, this is a can’t-miss event!
