AI-Driven Advisory: Practical Tools to Work Smarter

Your clients are using ChatGPT and Gemini. Don’t get left behind in the new world of AI. This session shows you how to use AI to improve both your advisory practice and lifestyle. Real tools. Real prompts. Real results. 

Bonus: Includes downloadable AI Toolkit

Price:

$175.00

Program Date/Time:

  • February 24, 2026 | 4:00 - 5:30pm ET

Program Cost

  • $175 per person

Questions?

Please email study@amiablelife.com.

What Our Students Say:

"1st time test taker and passed today. Brett is spot on with what you need to know for the exam. You can tell their program puts time in to filter through what the CFP board wants you to know. During the break, I spoke someone who used (another provider) for his review, and he was completely lost. He was looking over notes and panicking. Glad I chose Danko!"

C.M.

"Passed today! Just wanted to say thank you to Brett, John Choi, and the whole Danko team. You have no idea how much I really needed all the positive vibes you guys brought on every call."

J.L.

"PASSED!!! So grateful for the Danko team — I honestly feel like every part of this process got to me to the much anticipated PASS screen today."

A.T.

Ready to PASS the CFP® Exam?

Insightful. Dynamic. Effective. 

Our classes are impactful, engaging, and filled with the latest case studies, all taught with the most up-to-date and comprehensive materials.

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About Us

Brett Danko is not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients. His advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions.

Learn More

Contact Us

Call Us:
609-303-3736 

Email Us: 
david@brettdanko.com

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