Today's financial advisors are pressured to deliver quality service and investment advice, yet struggle as their daily commitments leave little time to grow their business. To service their clients and have the resources to prospect at a competitive level, more advanced tools are needed. Just preparing for ONE meeting can take hours. But what if you need to meet 6, 8 or even 10 clients in one day?

Join the webinar hosted by 28Stone and Cirrus Research to learn about a new pilot solution using real-world tools to streamline the workflow of financial advisors. 28Stone and Cirrus Research have partnered to combine high quality research data and institutional grade analysis with trusted, made-for-purpose AI and LLM tools.

Register to attend the webinar

Learn how advisors can save hours of time while developing accurate, compelling insights and support material for client engagements. You'll also learn about how you can participate in a pilot program to test these new real-world applications and be a part of driving innovation for the profession.

Satya Pradhuman, CEO, Director of Research, Cirrus Research

Thomas Dolan, Co-Founder & CEO, 28Stone

Venu Bolisetty, Head of AI Innovation, 28Stone