May 26, 2025 | FPA NorCal E1 | Guest: Craig Kirkpatrick, Co-Founder, Optimal AdvisorAI

Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Craig Kirkpatrick, Co-Founder, Optimal AdvisorAI to discuss: 👉 How to build a better prompt – how advisors can get the most out of AI
  • Sep 29, 2025
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Nov 3, 2025 | The FPA National Conference (Las Vegas) E6 | Guest: Derrick Kinney, Founder, Success for Advisors

Nov 3, 2025 | The FPA National Conference (Las Vegas) E6 | Guest: Derrick Kinney, Founder, Success for Advisors

Nov 3, 2025 | The FPA National Conference (Las Vegas) E5 | Guest: Farah Baxter, Co-founder and COO, Soalma Partners

Nov 3, 2025 | The FPA National Conference (Las Vegas) E5 | Guest: Farah Baxter, Co-founder and COO, Soalma Partners