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  • Exit Planning Exchange
Exit Planning Exchange
Feb
11

XPX Atlanta - Unlock the Power of AI for Advisors

Details

Date & Time

Tue, Feb 11th, 2025 ⋅ 11:00am - 1:00pm (EDT)

Location

Maggiano’s Little Italy Perimeter Corleone Room 4400 Ashford Dunwoody Rd, #3035 Atlanta, GA 30346

Tickets

Atlanta Members
$35.00
Atlanta Members Same Day Fee
$45.00
Atlanta Sponsor
$0.00
Drawing winner
$0.00
In-Kind Ticket for Speakers & Moderators
$0.00
Non-Member
$50.00
Non-Member Same Day Fee
$60.00
Sponsor Guest
$0.00
TiE Board Member
$0.00
TiE Member
$40.00
TiE Member Same Day/Walk-In Fee
$50.00
XPX Chapter Network Member
$40.00
XPX Chapter Network Member Same Day/Walk-In Fee
$50.00
Guests

Registrants

45 people attended
John Charleston of Murphy Business Sales is a member of XPX Atlanta
DD
Jeff Stemple of StempleCrites is a member of XPX Atlanta
Jeff Brandon of Smith + Howard Wealth Management is a member of XPX
RH
+40

What you’ll gain from this session:

  • Streamline Your Workflows: Discover how AI can simplify your processes and deliver value to clients.
  • Stay Ahead of AI Trends: Learn about the latest developments in AI and what they mean for your business.
  • Real-World Applications: Explore practical examples of AI in action, transforming industries like yours.
Whether you’re looking to enhance your practice or help your clients navigate this tech revolution, this session is packed with insights you can’t afford to miss!

We’re thrilled to welcome Gerardo Kerik, Principal AI Consultant and Digital Strategist with WSI, as February's featured speaker. Join us for an engaging and timely session on "AI for Advisors", where Gerardo will share actionable insights on how artificial intelligence can empower advisors and their business owner clients to thrive.

Our Speaker:


Gerardo Kerik

Principal AI Consultant and Digital Strategist with WSI

Gerardo Kerik is a marketing strategist and AI consultant with over 20 years of experience at global brands like Diageo, Disney, and Time Warner. An MBA graduate from London Business School, he founded his consulting agency under the WSI network, helping SMEs achieve growth through digital strategy, performance marketing, and AI integration. Gerardo specializes in using AI to optimize business operations, improve profitability, and drive efficiency. As a Fractional CMO and strategic advisor, he guides companies through the evolving digital landscape toward long-term success.


AGENDA:  

11:00 AM – 11:30 AM EDT Check-in registration/mingling
11:30 AM – 1:00 PM EDT Event Program

REGISTRATION FEES:  

Atlanta Members - $35.00
Atlanta Members Same Day Registration Fee - $45.00
Atlanta Sponsor $0.00 
Sponsor Guest $0.00
Drawing winner $0.00

XPX Chapter Network Members - $40.00  
XPX Chapter Network Members Same Day Registration Fee - $50.00

Non-Member $50.00 
Non-Member Same Day Registration Fee - $60.00

TiE Member: $40.00 
TiE Member Same Day Registration Fee: $50.00
TiE Board Member: $0.00 (Limit two per month)

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes or replacements please.

Other upcoming events, click on the link below for information and to sign up.

  • https://www.exitplanningexchange.com/atlanta/events/

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
John Charleston of Murphy Business Sales is a member of XPX Atlanta
John Charleston
Murphy Business Sales
DD
Daniel Daffern
Sapling Financial Consultants
Jeff Stemple of StempleCrites is a member of XPX Atlanta
Jeff Stemple
StempleCrites
Jeff Brandon of Smith + Howard Wealth Management is a member of XPX
Jeff Brandon
Smith + Howard Wealth Management
RH
Rocky Hunt
Embark Consulting
Stacy Sutton of Georgia Oak Partners is a member of XPX Atlanta
Stacy Sutton
Georgia Oak Partners
Lyle Newkirk of SeatonHill Partners is a member of XPX Atlanta
Lyle Newkirk
SeatonHill Partners
Alok Gupta of Loki Group, Inc. is a member of XPX Atlanta
Alok Gupta
Loki Group, Inc.
SC
Sri Chakravarty
Profitability Business Solutions
Ted Richardson of Alrich & Assoc is a member of XPX Atlanta
Ted Richardson
Alrich & Assoc
Mike Kintz of Wingman Payments is a member of XPX
Mike Kintz
Wingman Payments
David Doerrier of Present Your Way To Success is a member of XPX
David Doerrier
Present Your Way To Success
DN
Dean Nolley
Sales Growth Imagination
DB
Dawna Boone
Embark
Eric Togneri of ExitOnTop is a member of XPX
Eric Togneri
Neri Capital Partners
TH
Tracy Herter
The Ragnar Group
Gerardo Kerik of WSI is a member of XPX Atlanta
Gerardo Kerik
WSI
DE
David Elder
Merit Financial Advisors
Will Lee of Applied Economics is a member of XPX Atlanta
Will Lee
Applied Economics
Sara Burden of Walden Businesses, Inc. is a member of XPX Atlanta
Sara Burden
Walden Businesses, Inc.
JW
Joseph Wargo
Summerfield Mortgage, LLC
Robert Douglass of Corbet Capital Advisors is a member of XPX Atlanta
Robert Douglass
Corbet Capital Advisors
JM
John Martin
Treebank Legal
KW
Keith Werle
Georgia Tech
JK
John Kirbo
Wiggam Law
JA
Jeff Armacost
Brand Capital
"Deb" Deborah Matz of Design Life's Journey is a member of XPX Atlanta
"deb" Deborah Matz
Design Life's Journey
PS
Peter Stewart
BNY Mellon
PS
Peter Stewart
BNY Mellon
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
South State Bank
SJ
Susan Jones
CFO Systems LLC
Ronald Jones of Ameriprise Financial LLC is a member of XPX Atlanta
Ronald Jones
Ameriprise Financial LLC
TM
Tom Miller
CFO Systems LLC
Mitch Poole of SeatonHill Partners is a member of XPX Atlanta
Mitch Poole
SeatonHill Partners
PD
Paul Dubsky
Cayne Crossing
John Ray of John Ray Co. is a member of XPX Atlanta
John Ray
John Ray Co./Business RadioX®
AT
Adam Tolliver
Artisan Financial Strategies LLC
RR
Robert Rosner
Robert M. Rosner , LLC
SK
Steven Keck
Span The Chasm
Frank Thomas of The Effective Syndicate is a member of XPX Atlanta
Frank Thomas
The Effective Syndicate
KH
Kolton Houston
Embark
AP
Amish Patel
Socorro Partners