From MMC 25, an AI workshop sparked a spin-off mastermind that has met monthly for the past year. As the group’s purpose and experience evolved, one thing remained constant: the value of collaborating with peers to test emerging AI tools, apply them in real advisory practices, and stay compliant. This breakout session shares our “Top 10 AI Takeaways” from a year of experimentation and growth and invites attendees to either join our mastermind or launch one of their own. (Of course, this was written with AI!)
