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AI for Advisors: What’s Real, What’s Noise, What’s Next

March 16, 2026

AI for Advisors: What’s Real, What’s Noise, What’s Next

Webinar

Brad Bueermann

James Fisher, JD

Jason Pereira

Moderated by:

Scott Leak, CFP®, CEPA®

Join FP Transitions for an expert-led, roundtable discussion and discover:

What has been the first repeatable wins for advisor teams
How time saved with AI is being used effectively
Why fee compression hasn’t been playing out as predicted
How AI-forward businesses might be valued in the future