LPL Focus Advisor AI Panel

LPL Advisor AI Panel Special Offer

Did we connect at the LPL Advisor AI Peer Panel
at Focus 2025 on Monday, August 11th?

If so, you’re invited to receive an exclusive
follow-up from Teresa McAlpine:

Custom Tech Stack Analysis: Get access to Teresa’s customGPT tool to evaluate and optimize your current technology stack.
(This offer requires a paid subscription to ChatGPT)
Industry Book Implementation Prompt: Receive a powerful prompt that guides you through analyzing an industry book and creating a personalized action plan for your practice.

Ready to take the next step?
Simply fill out the form below to receive these resources by email, tailored to help you grow and innovate in your unique way.

AI Consultation

If you're looking to maximize the use of B/D approved AI tools in your practice to improve your efficiencies and optimize your full technology, this allows you to schedule one hour of time with Teresa to learn and implement. We can cover:How to fully personalize your voice in ChatGPT and provide the output code to Jump to personalize JumpHow to review your tech stack inside of the B/D ecosystem to ensure everything is as compliant as possible to BOSP and prepare a strategy to better integrate AI into your techReview the capabilities of AI to automate social media in your voice! See Teresa's LinkedIn or Instagram page to see how AI can look and sound authentically you!Automate Canva social media templates with ChatGPT generated content And more!

$300.00 USD

Want More?

Schedule individual one on one time with Teresa to ask your questions and learn how to use AI more efficiently.