Join 170,00 Other Financial Professionals. Sign Up for Our Monthly Newsletter:

John O’Connell Interviewed on T3 Social Cam at the 2026 T3 Technology Conference: AI University and AI Prompt Engineering

John O’Connell Interviewed on T3 Social Cam at the 2026 T3 Technology Conference: AI University and AI Prompt Engineering

John O’Connell was interviewed on the T3 Social Cam at the 2026 T3 Technology Conference, where he talked about the value of T3’s inaugural AI University, including his session where he demonstrated how wealth managers can leverage today’s leading AI tools to enhance every step of their business process, including how to create client intake forms and build financial plans using LLMs. The session featured live demonstrations of tools like Claude, ChatGPT, CoPilot, Gamma, and more to show how advisors can leverage off-the-shelf AI tools today to enhance all aspects of prospecting and client service. John also shared valuable and effective prompts that advisors can use today in their own practices.

Share this post