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How high-performing teams use AI as a growth driver
Thursday, April 17, 2025 11:00 AM PT/2:00 PM ET

1 hour CE credit for CFP* and CIMA

Are you getting the most of what AI can offer your practice?


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Capital Group research shows that 92% of advisors report they've used a conversational AI tool like ChatGPT or Copilot before.* In this webinar, industry expert Michael Kitces joins Capital Group AI specialist Brock Sutton to discuss what advisors are using these tools for, show you how to get started and explore ways to get the most out of them.


What you'll get:

  • Real-life examples of how advisors are using and benefiting from AI tools
  • Guidance on common AI-related concerns like inaccuracies and compliance
  • Walkthrough and demo of how to use AI to create and execute a marketing plan for a client segment or niche
  • CE credit (1 hour)

Who can benefit:

  • Advisors who are wondering about the real benefits of AI or have concerns about reliability, security and privacy
  • Advisors who want to add AI tools to their practice but need help getting started
  • Advisors who are actively using conversational AI tools in their practices and want to refine their prompting

*Capital Group, "AI Adoption Journey in Financial Advisory," February 2025


Published on Monday, March 24, 2025

Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful. In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Shaun Tucker is a director of practice management at Capital Group, creating programs and tools to help intermediaries grow their businesses. He has 25 years of investment industry experience and has been with Capital Group for 24 years. Previously, Shaun led Capital’s sales enablement in North America, and has also held sales leadership roles as a national sales manager for the institutional business and as a division manager in the retirement plan business. Before Capital, Shaun served as a Surface Warfare Officer in the U.S. Navy. He holds a bachelor’s degree in environmental studies from the University of California, Los Angeles. Shaun is based in Los Angeles.

Brock Sutton is head of emerging client capabilities at Capital Group. He has 13 years of investment industry experience and has been with Capital Group for seven years. Prior to joining Capital, Brock worked as a product manager at Union Bank & Trust. Before that, he was a business analyst at Brookfield. He holds an MBA from UCLA Anderson School of Management and a bachelor's degree in biochemistry from Nebraska Wesleyan University. Brock is based in Los Angeles.

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Featured Speaker
Michael Kitces
Chief Financial Planning Nerd, Kitces.com
Shaun Tucker
Director of Practice Management
Brock Sutton
Head of Emerging Client Capabilities
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*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit.

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