of 5— Choose a seminar topic

What you'll accomplish

By the end of this guide, you'll be able to use ChatGPT to create a complete client seminar, workshop, or educational webinar from scratch — slides, talking points, and follow-up materials — in 90 minutes instead of a full day. Educational events are one of the highest-ROI marketing activities for advisors, and AI makes them feasible for solo practitioners.

What you'll need

ChatGPT (free version works; Plus gives faster results)
A seminar topic in mind (see Topic Ideas below)
Google Slides or PowerPoint for building the final slides
Time needed: 15 minutes to learn; 90 minutes to create a complete seminar
Cost: Free (ChatGPT free tier)

How-To Guide: Use AI to Create Client Education Content

Step 1: Choose a seminar topic

Pick a topic that (a) your ideal client cares about and (b) you can speak to confidently. Strong topics for pre-retiree audiences:

"5 Tax Moves to Make Before You Retire"
"Social Security: When to Claim and Why It Matters"
"The Biggest Retirement Income Mistakes (and How to Avoid Them)"
"Estate Planning Basics: What Happens If You Don't Have a Plan"