Serge B.
Chairman of the Board
"As the chairman of an Association Board consisting of 15 exceptionally busy executives from investment, technology, consulting, and legal firms, I wanted to thank my board for their dedication. At our annual Board strategy session, I invited Optimal AdvisorAI to educate us on how best to leverage AI. My goal was to give our Board the "gift of time" to enrich their personal and professional lives. The training exceeded our expectations! They revealed how AI could propel us forward not only individually but also in advancing our association's mission, deliverables, and the industries we serve. Optimal AdvisorAI is empowering the next generation of leaders, enabling them to concentrate on critical thinking and problem-solving with AI solutions to answer the most important questions quickly and efficiently. Well done Optimal AdvisorAI!"
Charles P.
President / CEO Financial Advisor
"Like many others, we are unsure of what AI could bring to our practice. After some research, I contacted Optimal AdvisorAI and participated in several webinars and phone conversations. It became readily apparent that the Optimal team had spent the time understanding the power of AI and what it could bring to our business. We have begun particularly in communicating with our clients. We paid for our investment in the course in less than one week. Our opinion is that if you do not investigate and implement AI into your practice, then you will fall behind. We are thrilled to work with the Optimal AdvisorAI team and look forward to continuing partnership."
Dave M.
Financial Services Professional
"I wasn't sure how AI could help me, but this course opened my eyes. It's easy to follow and implement, even for someone like me who isn't very tech-savvy. I've saved so much time already!"
Tom M.
Global Media Executive
"I didn't know where to start with AI. Everything I read told me to learn it for my business and my career. But it was so overwhelming, and I didn't feel I had the time.
Then I started working with Optimal AdvisorAI. Suddenly, I was doing work in a fraction of the time. Using ChatGPT and other AI tools jump started the work I was doing in developing new business. I used it to get appointments, create presentations and craft email responses that popped! I'm a fan of the Optimal Team."
