Foundations in Agentic AI Workflows for Financial Advisors in Leadership Positions
A practical half-day workshop by Yorozu Education for Financial Advisers who are leading their own teams.
Pricing:
Agency - $50 SGD per pax (min. 40 pax)
Individual - $200 SGD
Learn how to use AI agents to improve your prospecting, client servicing, daily operations, and team management/leadership without losing trust, judgment, or compliance control.
This is not a workshop about replacing financial advisers. It is about helping advisers operate better.
What you’ll learn:
• Identify recruitment opportunities using AI agents to source, screen, and engage potential candidates at scale
• Identify which parts of your workflow are best suited for AI assistance
• Separate automatable admin work from regulated human-led work
• Design a simple AI-assisted workflow for prospecting, servicing, team management, and operations
What gets covered:
• Lead Generation: How AI agents can scan for trigger events, enrich lead context, prioritise opportunities, and draft more relevant first-touch messages
• CRM Notifications & Client Engagement: How AI agents surface what matters each day and help advisers follow up more consistently with policy anniversaries, premium reminders, CPF milestones, and review prompts
• Team Management: How AI agents reduce repetitive coordination work through ROI-tracking, recruitment, onboarding, pre-filled forms, claims support, meeting prep briefs, and post-meeting CRM updates
Who should attend:
Financial advisers in leadership positions, agency leaders, team managers, and operations or enablement teams exploring practical AI adoption.
What to bring:
Laptop (Preferably)
iPad
Format:
Half-day workshop with live examples, workflow breakdowns, use case discussions, and implementation planning.
By Yorozu Education. For Financial Advisers. Powered by Yorozu (https://yorozu.app/), the AI agent orchestration platform.
Your Instructors :
Aaron Tua
Aaron is a multi-disciplinary engineer and product builder focused on agent systems, developer tooling, and practical AI workflows. His previous work includes specialised agents, tooling and data enrichment pipelines at StockApp, training operations for ByteDance's foundational models, and AI integration across different workstreams in real-world client projects
Bruce Chia
Bruce specializes in AI-driven performance engineering for high-stakes financial systems. He's built AI workflows for Stripe's blockchain arm, worked on low-latency trading infrastructure securing billions across Ethereum, Tempo, and Chainlink, and advises HFT firms on incorporating AI systems into their trading, tuning, and ops.