EATT 2026 Plenary Session #3 – Where are we really with AI?

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Speakers

Ian McKenna
Director – FTRC

Toby Bentley
Director – Bentley Wealth Partners

Bertie Scott-Hopkins
Director – EXE Capital Management

Damian Zhang
Paraplanner – Quilter Cheviot

 

Learning Objectives
  • What has worked well in deploying AI in advice 
  • Do’s & Don’ts to make your project successful 
  • What have been the real benefits in terms of efficiency & profitability 

BACK TO CONFERENCE SESSIONS

What is EATT?