Join Us on Wed, July 15 @ 2:00pm EST
Marketing Mentors Live: AI That Converts
What’s New, What Works, and How to Attract Organic Leads
AI is evolving fast, and for healthcare agents and financial advisors, what worked just a few months ago may already be outdated. The tools are smarter, search is changing, and the way prospects discover, evaluate, and choose advisors is being reshaped in real time. The good news? You don’t need to chase every new tool or trend to stay competitive.
In this live session, we’ll break down what’s changed in 2026, what matters most for your business, and how to start using AI in practical, meaningful ways right now.
From understanding today’s most popular platforms to learning how tools like Microsoft Copilot can support your day-to-day workflows, this session is designed to help you simplify AI and start seeing real results.
What You’ll Discover:
Speakers
What’s changed in AI—and where agents should focus now to stay competitive
The tools, models, and search trends shaping how prospects find and choose advisors
How to get more out of Microsoft Copilot and prompts to save time and improve output
Practical ways to turn everyday work—content, conversations, and data—into marketing that drives growth
Speakers
JoAnna Barker
Senior VP, Digital Marketing
David Belleville
Director of Marketing Strategy
Bob Brzyski
Vice President, Marketing
Pinnacle Financial Services
Don't Miss Your Spot!
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