The Financial Adviser

AI File Note Workshop:

LIMITED TIME REPLAY

Missed the workshop? No worries! Register through the button below to receive access to the limited-time replay.

The Financial Adviser

AI File Note Workshop:

LIMITED TIME REPLAY

Missed the workshop? No worries! Register through the button below to receive access to the limited-time replay.

What You'll Learn

Overview of AI File Note Tools

Explore various AI tools available and determine which one fits you best.

Live Demonstration

Watch a live demo on how to instantly turn meeting transcripts into a para-planner summary, action items, client emails, and more.

Latest Features and Customizations

See the newest features and how to customize them to suit your business and client needs.

Compliance Made Easy

See how smart advisers are using AI for real-time compliance to avoid audit issues.

Privacy & Cyber

Understand the new privacy laws and cyber risks and how they impact your choice of file note solutions.

Don’t miss this opportunity to reclaim your time and leave your meetings feeling free.

About Your Workshop Host

Meet Adele Martin, a trailblazer in financial advice and your workshop host. Adele has earned prestigious awards like the Independent Financial Adviser Excellence Award and the XY Adviser Brains Trust Award.

With over 20 years in the industry and 15 years running her own business, Adele is a trusted expert featured in The Australian Financial Review, The Project, and Sky Business.

These days, Adele's mission is to elevate fellow financial advisers by teaching them how to modernise and scale their businesses. Her impact is global—last year alone, she trained 200,000 financial advisers in Japan.