AI for RIAs: From Admin Burden to Strategic Growth

Registered investment advisors (RIAs) are heading into one of the busiest stretches of the year – tax-loss harvesting, RMDs, and year-end client reviews all land in the same few months. Join Teal cofounders Gar Whaley and Reid Johnston to see how AI can handle some of that admin load.

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Who should attend

• RIA Principals & Managing Partners
• Financial Advisors & Wealth Managers
• Operations & Compliance Leads

Speakers

Reid Johnston, Teal Teal Chief Intelligent Transformation Officer & Cofounder

25+ years guiding SMBs through practical modernization. Specializes in Microsoft 365, automation, and secure adoption of AI at work.

Gar Whaley, Teal Chief Revenue Officer & Cofounder

Helps leadership teams translate AI capabilities into pipeline, productivity, and outcomes.

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