Exclusive Complimentary Masterclass for NAIFA Members & Community

The New Agentic AI Era: From Prompting to Delegating

Artificial Intelligence is rapidly changing how financial professionals research information, communicate with clients, create content, manage workflows, attract prospects, and deliver value. 

This session bridges the gap between experimentation and implementation by showing practical, compliant strategies that strengthen trust, improve client outcomes, and enhance—not replace—the human relationship at the heart of financial planning. 

Date: Friday, September 11 |12:00 PM ET

 
REGISTER FOR FREE

At NAIFA, our mission is to continuously support insurance and financial professionals with relevant education, strategic insight, and access to high-impact learning experiences that strengthen professional practice and long-term success.

As part of this commitment, NAIFA has curated this complimentary webinar with Panos Leledakis, Founder & CEO of IFA Academy and an international expert in AI adoption for insurance and financial advisory professionals. Panos works with advisory organizations globally to translate emerging technology into real-world, ethical, and compliant practice.

Are you ready to spend more time building relationships and less time buried in busywork?

 

Inside this practical session, you’ll learn how to:

  • Automate repetitive daily tasks, giving you more time to focus on client relationships.
  • Discover practical ways to identify and engage new clients using AI.
  • Use AI to create consistent, high-quality content for social media and client communications.
  • Deliver more personalized client experiences that encourage referrals and long-term relationships.
  • Plan and organize months of valuable content more efficiently with AI-powered tools.
  • Explore practical AI strategies that help financial planning professionals improve productivity and consistency.
  • Understand how adopting AI today can help you stay competitive in an evolving profession.

...and many more practical AI strategies you can start using immediately.

You’ll gain valuable insights from Panos Leledakis, CEO of IFAAcademy, TOT MDRT advisor, and a 27-year industry leader in AI and financial planning innovation.

He’ll demonstrate practical ways to integrate AI into your daily work while preserving the human relationships at the heart of financial planning.

Legendary figures in the insurance industry share their thoughts on Panos!
Tony Gordon - Tom Hegna - Sol Hicks

 
 
 
 

You’ll also discover how to:

 

  • Personalize Client Communications – Use AI to create tailored proposals, presentations, and client communications more efficiently.
  • Stay Organized and Never Miss a Follow-Up – Use AI-powered workflows to manage reminders, tasks, and next steps with confidence.
  • Maintain a Consistent Professional Presence – Plan and schedule weeks of valuable content and client communications in just a few minutes.
  • Prepare More Effectively for Client Meetings – Generate concise summaries, key talking points, and meeting preparation materials instantly with AI.
  • Future-Proof Your Practice – Understand the practical steps financial planning professionals can take to successfully integrate AI into their practice.
  • Strengthen Client Relationships – Deliver more personalized and consistent client experiences that encourage long-term loyalty and referrals.
  • Increase Capacity Without Increasing Workload – Use AI and automation to streamline routine tasks and create more time for high-value client interactions.

 

REGISTER HERE FOR FREE!

Who is this masterclass for?

This masterclass is designed for professional financial planners who want to:

  • Reduce time spent on administrative and repetitive tasks.
  • Enhance client communication and deliver more personalized service.
  • Improve productivity through practical AI tools and automation.
  • Stay competitive in a rapidly evolving profession.
  • Integrate AI into their daily workflow with confidence.
  • Create more time to focus on meaningful client relationships and practice growth.

Whether you're just beginning your AI journey or looking to expand your existing knowledge, this webinar will provide practical strategies, real-world examples, and actionable insights you can apply immediately.

Discover how AI can help you work more efficiently, strengthen client relationships, and prepare your practice for the future of financial planning.

REGISTER NOW!