Meeder Advisory Services Launches AI Education Program for Financial Advisors
Meeder Advisory Services has introduced its 2025 Financial Advisor AI Education Program, aimed at equipping financial advisors with practical knowledge and tools to incorporate artificial intelligence into their client engagement and business growth strategies.
All In With AI: Actionable Strategies for Financial Advisors Webinar Series
This program reflects Meeder's commitment to supporting financial advisors by providing relevant resources that enhance their practices and client services in a changing financial environment.
The summer webinar series, titled All-In with AI: Actionable Strategies for Financial Advisors, will be led by AI expert Ben Olsen. Scheduled for July 16, July 30, and August 13, 2025, the sessions focus on integrating AI into sales and client service workflows, practical AI applications, and risk management.
Financial advisors can register for these complimentary webinars to learn how AI can improve their advisory services and client value. Attendees may be eligible for CFPĀ® continuing education credits. This exclusive series is offered by Meeder for financial advisors.
Strategic Partnership with Ben Olsen
Meeder partnered with Ben Olsen, CEO and Founder of Beemo Automation, to develop this AI-focused business development program. Olsen is a former financial advisor who transitioned into AI engineering and consulting after earning a master's degree in Applied Data Science.
He assists financial firms in creating AI-driven automation to streamline operations and boost growth. The program includes virtual and on-demand continuing education designed to improve advisors' business development efficiency.
About Meeder Advisory Services
Meeder Advisory Services provides separately managed account, strategist, and portfolio management solutions to financial institutions, advisors, and clients. An affiliate of Meeder Investment Management, founded in 1974, the firm focuses on disciplined investment strategies and a client-first approach.
Overseeing more than $150 billion in assets under advisement, Meeder manages $63.82 billion in regulatory assets and offers strategic advice on non-discretionary assets as of December 31, 2024. The firm is committed to integrity, excellence, and purpose in service.
For more information, visit Meeder Investment Management or contact marketing@meederinvestment.com.
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