(continental breakfast)

Joseph Stephens, NAIFA-NJ president

Daniel M. Kaplan, ARK Wealth Solutions, NAIFA Program committee

Panos Leledakis, LUTCF, IRMA, BRMA
International Financial Architects
NAIFA-Florida Board Member

Join us for a game-changing presentation where he will empower you to become a Superhuman Advisor. This isn't just another session; it's your gateway to mastering AI, social media marketing, content creation, and the latest technologies in insurance and financial services. Imagine effortlessly integrating AI into your daily routine, automating tasks, and transforming client interactions with the power of tech like VR, AR, and NFC. Whether you're looking to amplify your productivity or impress clients like never before, this event will provide live demonstrations and practical insights that are easy to implement, even if you're not tech-savvy. Don't just adapt—lead the industry. Be the advisor your clients deserve and let them wonder how you do it! Reserve your spot now and take the first step towards revolutionizing your practice with AI and cutting-edge technology!

Panos Leledakis, LUTCF, IRMA, BRMAInternational Financial Architects
NAIFA-Florida Board Member

Join Panos for part two of his game changing presentation on mastering AI.

Daniel M. Kaplan, ARK Wealth Solutions, NAIFA Program committee

Alison Susko, AssetMap
Tori Happe, Jump.AI

What specific technology tools do financial agents use most effectively, and why? How does one build a client service model approved by your compliance officers? What are the realities of using artificial intelligence tools as it relates to compliance with your broker/dealer? Technology has an increasingly significant role to play in the world of finances?

Daniel M. Kaplan, ARK Wealth Solutions, NAIFA Program committee

Derrick Kinney

No one handed advisors the secret script to make ideal prospects say, “I have to work with you.” Derrick does. In this rapid-fire talk, he reveals exactly what to say to attract and convert high-value clients—so advisors stop chasing and start growing, fast.