The agentic advisor’s blueprint

Most wealth management firms start with AI to save time on meeting notes. But that’s just scratching the surface.

What happens when AI becomes part of how the entire practice operates?

Join Zeplyn CEO Era Jain and Don Hilario of Hilpan Moxie Wealth Management on Thursday, August 27 at 1 PM ET for a live Studio Session exploring how Don moved from using AI for meeting prep and follow-up to building a more connected system that can surface client data and act on his behalf.

You'll learn:

• How to systemize the basics, agendas, meeting capture, and recaps, into a workflow your whole team actually trusts
• Why syncing client context back into your CRM is the foundation that makes everything else possible
• What it looks like when AI moves from capturing meetings to acting on your behalf, from surfacing data to drafting follow-ups
• How to know when your firm is ready to move from AI experimentation to something more agentic
• A practical blueprint other firms can follow, built from Don's own experience scaling this across his book of business

If you’re wondering what comes after AI meeting notes, this is a practical look at what that next step can actually look like.