As technology continues to transform financial services, understanding AI is becoming essential for financial professionals who want to stay ahead of change and deliver the personal, timely service clients expect.
Join Craig Kirkpatrick, co-founder of Optimal AdvisorAI, as he shares how AI is reshaping the role of financial professionals. With more than three decades in financial services and thousands of hours working directly with AI models, Craig offers a grounded, real-world view of how this technology can help streamline daily work, deepen client engagement, and drive practice growth.
You’ll see what’s ahead for the industry—and what you can put to work right now.
What you'll learn:
Co-Founder • Optimal AdvisorAI
Craig Kirkpatrick has over three decades of experience in the financial services sector. As co-founder of Optimal AdvisorAI, his firm has engaged thousands of financial professionals through their courses and presentations to help professionals save time, enhance client connection and drive growth. Craig’s perspective is backed by over 3,000 hours and 10,000 prompts working directly with AI models. Prior to Optimal AdvisorAI, Craig co-founded two alternative mutual fund companies and served as a consultant to asset management firms and investment advisors, emphasizing innovation in the sector. Additionally, Craig contributes as an advisory board member to the U.C. Berkeley Extension Personal Financial Planning program, influencing the development of future financial advisors. His interests also include blockchain technology and asset tokenization, for which he has earned certifications. A University of California, Berkeley alum, Craig holds a Bachelor of Science in Finance.
Senior Vice President • Advanced Planning & Platform Enablement • Jackson National Life Distributors LLC
Technology evolves quickly. Myles keeps up with advancements and puts his knowledge and experience to work for Jackson and the financial professionals Jackson serves. In fact, as Senior Vice President of Advanced Planning & Platform Enablement, he and his team are responsible for sales enablement efforts relating to advanced markets sales concepts, advisory platforms and planning technology. Myles began his Jackson tenure as an intern, later becoming an Internal Wholesaler, Business Development Consultant, Senior Sales Trainer and Desk Director. For two years, he ran a team of consultants driving technology adoption at the National Planning Holdings (NPH) network of broker-dealers. When LPL Financial acquired NPH, Myles helped large groups navigate the transition. Then, in May 2018, Myles returned to Jackson to oversee advisory integration efforts. Myles graduated from the University of Illinois at Urbana-Champaign. He holds FINRA Series 6, 7, 26 and 63 registrations, and has his Tennessee Life Insurance license.
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.
Annuities are long-term, tax-deferred vehicles designed for retirement and are insurance contracts. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.
Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. Products and features may be limited by state availability, and/or your selling firm's policies and regulatory requirements (including standard of conduct rules). Contact Jackson for more information.
Registered representatives and advisors should check with their respective firms and/or Compliance departments regarding the use of A.I. for business purposes.
Provided by Jackson National Life Distributors LLC.
Craig Kirkpatrick and Optimal AdvisorAI are not affiliated with Jackson National Life Distributors LLC.