ifa is pleased to welcome Marin Wealth’s founder and MD, Pedro Marin Ramirez, to discuss how to power business growth with AI at the highly anticipated summit.
The Adviser Innovation Summit 2025 is a transformative event uniting industry leaders to explore the trends and practices emerging in the financial advice sector.
The 11th annual summit will be held across June in Sydney and Melbourne. Click here to buy tickets.
Marin Ramirez is a certified financial planner with over a decade of experience in the financial industry. He founded Marin Wealth in 2023 to offer bespoke financial services across south-east Queensland.
The independent boutique financial advisory firm works with clients aiming to achieve financial freedom. In his capacity as managing director, Marin Ramirez guides clients through effective strategies uniquely tailored to their personal aspirations and financial goals.
At the summit, Marin Ramirez will demonstrate how attendees can cut through the noise and turn scramble into strategy. He will explore how financial advisers can leverage AI to create customised solutions to meet clients’ evolving expectations without sacrificing quality.
Marin Ramirez will be joined by other industry leaders at the summit, including Angela Shi, Empathetic AI founder and CEO; Silvio Giorgio, data and AI executive; John Cachia, Thriving Wealth founder, and more.
The Adviser Innovation Summit provides a platform to unlock innovation while fostering networking opportunities among financial advice leaders. Guests will also earn up to five hours of CPD points by attending the summit.
The agenda has been developed in deep consultation with financial experts to offer attendees key insights across the political, technological and social forces. The sessions include:
- Rethinking our relationship with AI
- Key person of influence: How to create content that proves you’re the expert
- Generating leads: How to recycle existing assets into evergreen content
- Courage or caution: Building a resilient portfolio
- Hyperpersonalised advice: Leveraging big data for tailored solutions
- Secure advice: Building your security posture
- From scramble to strategy: Powering your growth with AI
- Moving beyond transactions: Building strategic partnerships to enhance advice
- AI in financial advice: Navigating the future with empathy and innovation
Don’t miss the chance to hear Pedro Marin Ramirez speak on powering your business with AI and join us at this year’s Adviser Innovation Summit.
The summit will be held in the following locations:
- Wednesday, 4 June 2025 at Pullman Melbourne on the Park, Melbourne
- Wednesday, 11 June 2025 at Amora Hotel, Sydney
Click here to buy your tickets and don’t miss out!
For more information, including agenda and speaker line-up, click here.
