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
More: On Location
Feb 24, 2026 | Orion Ascent (San Diego) E8 | Guest: Manish Khatta, CEO, Potomac

Feb 24, 2026 | Orion Ascent (San Diego) E8 | Guest: Manish Khatta, CEO, Potomac

Feb 24, 2026 | Orion Ascent (San Diego) E7 | Guest: Reed Colley, President, Orion Advisor Tech

Feb 24, 2026 | Orion Ascent (San Diego) E7 | Guest: Reed Colley, President, Orion Advisor Tech

Feb 24, 2026 | Orion Ascent (San Diego) E6 | Guest: Craig Iskowitz, CEO, Ezra Group

Feb 24, 2026 | Orion Ascent (San Diego) E6 | Guest: Craig Iskowitz, CEO, Ezra Group