About This Webinar
Discover how you can use AI as a practical thought partner in their day-to-day work. This webinar will explore real-world applications of AI—from content creation and client communications to meeting summaries and follow-ups—helping advisors work more efficiently while preserving the personal relationships that matter most.

Thursday, February 12, 2026 | 1:00 p.m. central

We will discuss the CRIT framework. CRIT is a simple way to structure conversations with AI so the output is actually useful. It’s not a script or a rigid formula. It’s a way to lead the conversation.

Join us for a live demo where you can ask questions and learn more!
Agenda
  • What CRIT stands for:
  • Context – Share what’s really going on
  • Role – Tell AI who to be
  • Interview – Let AI ask questions
  • Task – Define what you want help with
Presenters
  • 1589558742-6150ab4d0b3178cd
    Sarah Williams
    Vice President, Marketing Communications, CreativeOne
  • 1769718596-83e39793cce04698
    Perry Boles
    Chief Marketing Officer
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