Unleashing the Power of AI: Leveling the RIA Field

Qdeck came to WillyT Productions in need of a host for their webinar on the Power of AI and how it will impact the Registered Investment Advisor space. They wanted the webinar to be conversational, but not an informercial for their product, Qcast. Their target audience was RIA advisors, and we were live to around 100 people on LinkedIn. We scheduled a pre-production call to go over their goals and potential questions. We also discussed key things to avoid, which is important for our hosts to know. The Qdeck team was easy to work with because they knew exactly what they wanted, and we knew exactly what to deliver. Qdeck handed over their logos and font files and we got to work with making the graphics packages and forming the questions. Once the questions and package were confirmed we were good to go. We split the questions into 3 buckets. Marketing Automation where questions included:Are you currently using AI within your RIA?  
What’s your relationship with AI? 
How much time does using AI save you?
Will AI allow you to take on more clients or hire more agents? 
Will AI eliminate some operational costs to make a new business easier to open?
Are there any challenges or risks associated with implementing AI in the RIA industry? 
How can these be addressed to ensure successful adoption?Client Services where questions included: Can AI be used to help your clients pick up patterns or trends in their portfolios?
Does the AI ever reveal its sources, or do you have to ask for the sources?
Does the platform source independent sources as well? 
How does it define a trustworthy source?
What happens when those trustworthy sources are wrong?
Would it consider Jim Kramer a trusted source, he’s wrong all the time.
Do you legally (or morally) have to disclose that you are using AI to source this information for clients?Investment Strategies where questions included: Will RIAs who don’t use AI fall behind? 
Are there templates or best practices RIAs should follow when creating prompts? 
Will there need to be any training, are those resources available? 
How will different client objectives lead to different uses and outcomes? Provide an example
Do you have any financial projections? How much money can AI make a client? Or lose for a client? Give me some numbers here. We decided these were best because Qdeck wanted to reassure their audience that AI will not be taking jobs away, but it will change the way they work. They wanted to educate their audience on AI and how it will work, how it will save them time, and how it can be used improperly. After the recording, WillyT Productions went to work and cut more than 25 clips and shorts for QDeck to use in their promotional material. Each panelist also got copies of the content for them to use across their channels as well.We will post the clips and explain why we decided to cut those moments on this channel. Stay tunedIf you want to be like Qdeck and grow your business with content, go to https://www.willytproductions.com/ to schedule your free pre-production call.