AI adoption is growing across the financial services industry, but many advisory firms struggle to move from curiosity to practical use. In this session, Spencer X Smith explores the most common barriers to AI adoption—including compliance concerns, tool overload, and unclear use cases—and shares a practical, field-tested framework for moving past them.

Attendees will learn how to introduce AI tools with confidence, identify low-risk, high-value use cases, and evaluate opportunities for measurable ROI. You’ll leave with practical next steps you can put to work in your practice right away.

Learning Objectives Include:
1. Identify the three most common points where advisor AI adoption stalls and why they happen.
2. Apply a practical framework for introducing AI tools to a team without triggering compliance or trust
concerns.
3. Evaluate which AI use cases deliver the fastest, most defensible ROI for a financial advisory practice.

Spencer X Smith Bio:
After starting his career at IBM during the Y2K days, Spencer X Smith has always been an early adopter of new technology so he can better teach others what he's learned. He's given over 600 in-person speeches, including presentations at the New York Stock Exchange.

Spencer is a former 401(k) wholesaler for two of the nation's largest recordkeepers. He was the closing Keynote Speaker for the 2021 NAPA 401(k) Summit in Las Vegas and is a regular contributor to NAPA Net the Magazine.

Spencer is a graduate of the Economics of Blockchain & Digital Assets program at the University of Pennsylvania's Wharton School of Business. He also teaches Digital Asset Forensics for the U.S. Department of Justice.