Live Webinar
Best Practices
AI 101 for Financial Advisors: Understanding the Technology and What’s Possible
Monday, November 9, 2026 @ 2:00 PM ET
PRESENTED BY
ABOUT THIS WEBINAR
AI is changing the way financial advisors work, but understanding the technology and how to use it effectively is the first step toward putting it into practice.
Join Wealthbox for the first session of Wealthbox AI in Action, a five-day webinar series dedicated to smarter ways of working in Wealthbox. This introductory session will break down the fundamentals of AI, explain key concepts and terminology, and explore how AI tools are evolving from simple chat experiences to assistants and agents that help advisors get work done.
Join Wealthbox for the first session of Wealthbox AI in Action, a five-day webinar series dedicated to smarter ways of working in Wealthbox. This introductory session will break down the fundamentals of AI, explain key concepts and terminology, and explore how AI tools are evolving from simple chat experiences to assistants and agents that help advisors get work done.
WHAT WE'LL COVER
- 1 Essential AI terminology, including large language models (LLMs), prompts, tokens, assistants, skills, playbooks, and agents.
- 2 The differences between AI chat, assistants, and agents, and how each can support everyday advisory workflows.
- 3 How Wealthbox AI capabilities, including Notetaker, Assistant, Playbooks, and Agents, help advisors move from asking questions to taking action.
- 4 How AI integrations, including Claude for Financial Advisors, connect technology platforms and support more efficient workflows.
- 5 Important considerations around AI security, data access, and responsible use in financial advisory practices.
SPEAKERS
Alyssa Matangos
Enterprise Education Specialist
Wealthbox
Chris Kopanski
Director of Customer Education
Wealthbox