Free webinar Reveal

3 Lawyer Secrets Costing you Thousands and How a 30 Minute Estate Plan will Beat Them

Learn how leveraging AI in estate planning can transform your business outcomes.

Join Mario Payne CFP,

A seasoned expert with a track record of turning industry insights into significant profits, for this exclusive FREE webinar!

Date:Tuesday, 22nd July 2025

Time: 12:00 PM EST

Who Is This Webinar For?

This webinar is designed for professionals committed to enhancing their practices, maximizing revenue, and leveraging technology to stay ahead in their fields.

Struggling to boost revenue, client retention, or referrals?

This webinar offers strategies to enhance client relationships, add value to your services, and leverage AI tools to streamline operations, improve decision-making, and embrace technology for business growth. Whether you're a tax professional, financial advisor, insurance agent, or business owner, you'll gain actionable insights to stay competitive, reduce churn, and increase efficiency.

Join Us to discover the 3 lawyer secrets hindering revenue growth and how leveraging AI estate planning can transform your practice. Register now to gain invaluable insights and take your business to the next level.

About Your Speaker

Mario Payne

Mario Payne brings a wealth of experience and expertise to the table:

17 Years in the Business:
Honed his skills over nearly two decades
Veteran: Served his country and is a disabled veteran
Family Man: Married for 17 years with one daughter
Featured in Forbes Magazine:
Recognized for his industry insights
Certified Financial Planner and Founder:
A pioneer in financial planning
Leader of One of Florida's Largest Black-Owned Investment Firms: Managed over $250 million in client assets
Co-Owner of Let Bob:
A fintech company that launched LETB, the first black-owned AI-powered ETF

Best-Selling Author:
Known for "The Relax Investor" (Research, Evaluate, Locate, Analyze, Execute)
Community Leader:
Serves on the Tennessee State University's Foundation Board and the Jacksonville Public Library Board
Industry-Recognized:
Winner of the Executive Council Award for $750,000 Gross Revenue or more for three consecutive years
Media Presence:
Featured on Cheddar News Network discussing investing and budgeting
Entrepreneurial Spirit:
Started as an entrepreneur at 13, selling Mars candy bars

Leveraging

AI Estate Planning

Mario advocates for the integration of AI in estate planning to transform your business. Here's how:

Efficiency: Automate routine tasks and manage client data more effectively with AI.
Data-Driven Decisions: Utilize big data and analytics to make informed investment decisions.
Scalability: Technology allows you to automate tasks and handle more clients without compromising service quality.
Competitive Edge: Stay ahead and stand out by adopting the latest technological advancements.

Testimonials

Liz

Dr. Butler

G. A.

Discover how to leverage AI estate planning to solve the challenges preventing you from maximizing revenue as a tax professional, financial advisor, or insurance agent.