ALIGN 2025
RESOURCES
We’re excited to share highlights from the event, including speaker recordings, training programs, and downloadable tools. Each resource is designed to help you apply new ideas, enhance client experiences, and strengthen your practice. Explore the materials below to keep learning and stay connected.
KEYNOTE SPEAKERS
Panos Leledakis | The Power of AI
PARTNER PRESENTATIONS
Advisor Panel | What's Working Now?
Faith Zeller | Pro Shop Overview
ADDITIONAL RESOURCES
The Loyalty Loop
Get The #Loyalty Loop in your inbox every Thursday!
Don’t miss an episode. Receive Andrew’s videos one day before everyone else in the world! Revenue generating concepts, ideas, and examples for strategic-thinking executives delivered to your inbox every Thursday.
The AI Powered Advisor
Transform inspiration into action.
This 13-week, hands-on training helps advisors apply AI in real, practical ways—right from your office or home.
What you’ll learn:
Master ChatGPT and LLM strategies used by top advisors
Use AI and social media to attract new prospects
Create months of content in minutes
Automate admin, client follow-ups, and compliance tasks
Build interactive tools like chatbots or avatars
Earn your Certified Advisor in AI for Insurance, Risk Management & Financial Planning designation.
Unreasonable Hospitality in Action
From Tricia Brady at AssetMark, here’s a 90-day guide to creating unforgettable client experiences.
Inside this workbook, you’ll get:
A self-audit to assess your current client experience
100 touchpoint ideas across every stage of the client journey
Surprise & Delight planning grid to proactively design personal gestures
A 90-day action plan + habit builder to make hospitality routine
Real advisor stories for inspiration
Quarterly CX scorecard & team discussion prompts
Quick-reference guides and templates for segmentation, gifting, meeting prep, referrals, and more
Use it to elevate your service, deepen client loyalty, and turn everyday interactions into lasting emotional connections.