Netwealth IQ Webinar
Reducing busywork with AI - growth opportunities for advisers
David Itzkovits, Co-founder, Optimal AdvisorAI
Overview
Modern advice practices are already using AI - but unevenly, cautiously, or without clear guardrails. The result: lost time, inconsistent outcomes, and missed efficiency gains.
In this practical webinar, David Itzkovits shares real‑world examples of how financial professionals are using AI today across everyday workflows - from emails and research, to meeting preparation and content creation.
What you’ll learn:
- How advisers are reclaiming hours each week using AI for routine tasks
- Ways to enhance client engagement with personalised, high‑touch communication at scale practical EOFY framework
- Practical AI use cases for business development and meeting preparation
- Techniques to summarise and consume complex content faster
- How to adopt AI with confidence using compliant prompting techniques
Who it's for:
This session is for financial advisers, practice principals, operations managers and support staff who want to apply AI practically in their day‑to‑day work, without adding risk or complexity.
Register now and earn CPD points.
Register
Register now
Wednesday, 17 June 2026 12-1PM AEST
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About the speaker
David Itzkovits
Co-founder, Optimal AdvisorAI
David is the co‑founder of Optimal AdvisorAI, helping financial services firms simplify AI and apply it to improve efficiency, decision‑making and growth. He has worked with more than 20,000 financial professionals across Fortune 500 companies, major custodians, broker‑dealers, asset managers and global investment banks
A CFA Charter holder with 25 years’ leadership experience in financial services, David brings a practical, hands‑on approach focused on real adviser workflows - helping teams build confidence in how they use AI every day.
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