Partner Series: How High Performing Teams can use AI as a growth driver
January 14, 2026
12:00 PM MST - 1:15 PM MST
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Virtual presentation
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*There will be no CFP CEs for this program because it unfortunately does not meet the CFP Board requirements. However, we felt that the topic has great value to our members, so, in an exception to our normal program requirements, it will be presented without CFP® CEs. We apologize for any inconvenience this may present.
Brock Sutton, Head of Emerging Client Capabilities, partners with financial advisors to strategically leverage AI for accelerated growth. He provides insights into AI technology and leading providers, shares best practices from high-performing advisory firms, and outlines how AI could reshape roles within your practice and ultimately help you deliver better outcomes for your clients. Brock delivers immediate, actionable recommendations to implement impactful AI strategies today to improve client service and advice, while also guiding you in building a sustainable, future-proof plan.
During this presentation you will learn:
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How other advisors are using AI to serve their clients more efficiently
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How to think about your AI tech stack strategy
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How to position you/your team/your business to benefit from AI in the service of your clients
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How and where to get the most out of AI today
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How to build a long-term AI strategy
Brock Sutton is head of emerging client capabilities at Capital Group. He has 13 years of investment industry experience and has been with Capital Group for seven years. Prior to joining Capital, Brock worked as a product manager at Union Bank & Trust. Before that, he was a business analyst at Brookfield. He holds an MBA from UCLA Anderson School of Management and a bachelor's degree in biochemistry from Nebraska Wesleyan University. Brock is based in Los Angeles.
Tickets
$0.00 COFPA Members
$0.00 FPA Members and Partners
$0.00 Guest Ticket
