Case Studies, Webinar

Maximizing AI: How Advisors Can Create More Value From Every Client Engagement – Zeplyn + Milemarker Workshop

The Power of AI

As AI continues to reshape the financial services landscape, the smartest wealth management firms aren’t running from it — they are driving toward it strategically. Join us for an exclusive webinar where industry leaders will dive into how top-performing firms are leveraging human insight, innovative tools, and strategy to outpace AI-driven competitors.

You'll hear from trailblazing minds who are redefining what it means to win in the age of automation — and how you can too.

Featuring

Era Jain, CEO and Co-Founder, Zeplyn
Jud Mackrill, Co-Founder, Milemarker
Jessica Perez, VP of Growth, Milemarker

Scalability

In this session, you’ll learn how to:

💻 Leverage your unique value as a human-first advisor in an AI-saturated world
💻 Combine AI tools with advisor intuition to outperform automated solutions
💻 Stay agile and future-ready without losing the personal touch

Don't get disrupted — get ahead.

View This Workshop