July 30 - Aug. 1, 2025 | Topeka, Kansas
Don't get left behind
AI is transforming financial Advisory Practices
Learn exactly how top-producing advisors are using AI to escape burnout, scale beyond $20M and finally reclaim their personal lives.
From overwhelmed advisor to ai-driven leader
While your competitors are leveraging AI to scale their practices, are you still trapped in day-to-day operations? This exclusive event is specifically designed for $3M+ producers ready to implement AI systems that will transform client acquisition, streamline operations and create scalable processes that don't depend solely on your time.
Geoff Woods, author of “The AI-Driven Leader,” will give a keynote presentation focused on how AI can revolutionize leadership and decision-making.
Key themes include:
What's in store?
Unparalleled Insights:
Learn tactical ways high-producing financial advisors are adopting AI into their business.
Hands-On Training:
Discover how you can immediately apply AI to help improve decision-making and strategy.
Elite Networking:
Connect with forward-thinking leaders who share your drive for innovation and growth.
YOUR SPEAKER LINEUP
Geoff Woods
Founder, AI Leadership
Author, “The AI-Driven Leader”
"If you have never seen color, you've only lived in black and white. Advisors cannot figure out how to make their practices more valuable before they themselves have become AI-driven leaders and have started to see color."
Come see how Geoff has helped business leaders just like you double and triple their profit…all while working fewer hours. Hurry, though, because space is limited.
Geoff Woods
Founder, AI Leadership
Author, “The AI-Driven Leader”
Geoff is the No. 1 bestselling author of “The AI-Driven Leader,” host of “The AI-Driven Leader” podcast, and founder of AI Leadership and The AI-Driven Leadership Collective™, a highly vetted network of executives collaborating to harness AI to build better businesses and better lives.
As the former chief growth officer of Jindal Steel and Power, Geoff’s strategic leadership helped the company grow its market cap from $750 million to over $12 billion in just four years. Prior to that, he co-founded the training and consulting company behind The ONE Thing, advising businesses with annual revenue ranging from $10 million to $60 billion.
Tony Drake, CFP®
Founder & CEO
Drake & Associates | Milwaukee, Wisconsin
AE Hall of Fame
Tony Drake, CFP®
Founder & CEO
Drake & Associates | Milwaukee, Wisconsin
AE Hall of Fame
Since founding his firm in 2002, Tony has implemented strategies that have helped him unlock explosive growth while maintaining a life he loves. Over the past 10 years, he's scaled his business and quadrupled his production — to more than $150 million in 2023. Tony will walk you through his mindset and the steps he's taken to go from a single producer to a high-performing team.
Mike Reese, CFP®, CLU®, ChFC®, CTC®
Founder & CEO
Centennial Advisors | Austin, Texas
AE Hall of Fame
Mike Reese, CFP®, CLU®, ChFC®, CTC®
Founder & CEO
Centennial Advisors | Austin, Texas
AE Hall of Fame
Mike is the master of the sales process, and his Planning R.I.G.H.T. for Retirement step-by-step strategy has not only simplified the planning process for his clients but has been the inspiration for advisors throughout the AE network. He’ll give you the ultimate behind-the-scenes look at what works and what doesn’t — and how he implemented the concepts in Mike Michalowicz’s book “Profit First.” You’ll also have a chance to dig into Mike’s profit & loss and balance sheets to see some of his key drivers of success.
Where Midwest Hospitality Meets High-End Luxury
July 30 - Aug. 1, 2025
Cyrus Hotel | 920 S. Kansas Ave. | Topeka, KS 66612
You’ll stay in beautiful downtown Topeka in the boutique Cyrus Hotel, featuring high-end style and down-home comfort.
Take the First Step
You’re not alone if you’re ready to keep growing but are unsure of your next best step.
YOUR AI-DRIVEN ADVISOR EXPERIENCE STARTS HERE.
Register (Digital) – AI Driven Advisor
By registering, you'll receive:
- All-expenses paid travel and lodging
- Exclusive AI implementation guides
- Direct access to Geoff Woods at the event
Nov. 12-14, 2025 | Topeka, Kansas
AI-Driven Advisor is designed to provide general information only on the topics covered. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of the compliance requirements of any broker-dealer or Registered Investment Adviser with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance regulations. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Adviser with which they may be affiliated prior to implementing artificial intelligence programs. The unique experiences and relative success of the presenters may not be representative of the experience of all financial professionals. Results from the use of the concepts and strategies shared at AI-Driven Advisor are no guarantee of your future success. 8/25-4316838