Empowering Financial Advisors through AI Education
All In With AI: Actionable Strategies for Financial Advisors includes webinars and conference sessions tailored for financial advisors eager to incorporate artificial intelligence (AI) into their business practices.
A Trailblazing Initiative
Meeder Advisory Services has unveiled its Financial Advisor AI Education Program, a forward-thinking initiative aimed at equipping financial advisors with essential tools, insights, and confidence to seamlessly integrate AI into their business development and client engagement approaches. This program underscores Meeder's commitment to serving as the trusted advisor to the advisor, providing timely resources to enhance advisory practices and ensure they can adapt and thrive within the ever-evolving financial landscape.
Summer Webinar Series
As part of this groundbreaking program, Meeder will host a summer webinar series called "All-In with AI: Actionable Strategies for Financial Advisors." Led by AI expert Ben Olsen, the series will explore various AI applications in financial services. Advisors can gain insights into enhancing their sales and client service processes while managing potential risks associated with AI. The series includes sessions on three separate dates, allowing advisors to choose which topics they find most beneficial.
Learning Opportunities and Benefits
Financial advisors are encouraged to participate in the summer webinar series to discover how AI can enhance their advisory services and provide greater value to their clients. Those who attend may qualify to receive continuing education credit, making this complimentary series not only informative but also valuable for their professional development.
Partnering with AI Experts
Meeder has formed a strategic partnership with Ben Olsen, the CEO and Founder of Beemo Automation, who plays a pivotal role in developing this AI-focused business development program. Olsen brings a unique perspective as a former financial advisor turned AI engineer, lending his expertise to help advisors implement effective AI solutions in their practices. With a master's degree in Applied Data Science, he is dedicated to creating tailored AI-driven automations that streamline operations and boost growth for financial advisory firms.
About Meeder Advisory Services
Meeder Advisory Services provides separately managed account, strategist, and portfolio management solutions to financial institutions, financial advisors, and clients. As an affiliate of Meeder Investment Management, established in 1974, the firm is dedicated to helping clients achieve better financial outcomes through disciplined investment strategies and a client-centric approach. With over $150 billion in assets under advisement, Meeder is committed to operational excellence and integrity in all services offered.
Assets under advisement include $63.82 billion of regulatory assets managed by Meeder Investment Management's registered investment adviser affiliates, alongside non-discretionary assets where Meeder provides strategic advice as disclosed in their Form ADV.
Frequently Asked Questions
What is the focus of Meeder's AI Education Program?
Meeder's AI Education Program aims to equip financial advisors with the knowledge to integrate AI into their practices for enhanced client engagement and business development.
Who is leading the summer webinar series?
The summer webinar series will be led by AI expert Ben Olsen, who specializes in helping financial advisors implement AI solutions effectively.
What topics will be covered in the webinar series?
The webinars will cover various AI applications in sales, client service processes, and effective risk management strategies.
How can financial advisors benefit from participating in the webinars?
By attending the webinars, financial advisors can gain valuable insights, and may also qualify for CFP continuing education credits.
What sets Meeder Advisory Services apart in the financial industry?
Meeder is dedicated to delivering impactful and relevant resources to financial professionals, focusing on enhancing practices and driving growth through innovation.
