Craig Kirkpatrick, Cbda Email & Phone Number

Optimal AdvisorAI focuses on saving financial professionals time by integrating AI into daily practices. With over 1000+ hours and 5,000 prompts using AI models to date, we have worked directly with financial professional offices throughout the country on how to leverage these tools to increase efficiency, enhance client connections and drive growth. We empower financial professionals with AI workshops, courses, and consulting, enabling practical application in their work. Plus, our monthly AI tool updates help our clients maintain a competitive edge in a rapidly evolving industry. Our goal is simple, to bridge the knowledge gap between financial service professionals and help them leverage AI to better optimize their time and practice. Our 2024 rebranding from Act Three Consulting streamlines our commitment to enhance advisors' capabilities through AI. Please visit our website to learn more. www.optimaladvisorAI.com.

COMPANY REBRANDED TO OPTIMAL ADVISORAIWith 30 years in financial services working directly with financial advisors, my focus is on practical AI applications, translating many of these complex technologies into actionable strategies. Through personalized coaching and targeted courses, I guide advisors in integrating these innovations into their practices and for their teams. I speak nationally to advisors on how using this technology in a practical manner can save time, increase knowledge, and help better connect with clients. We also educate advisors about the potential of blockchain technology, particularly its application in financial markets with the tokenization of real-world assets. Act-Three is about learning, embracing change, and empowering advisors with future-ready tools while staying grounded in the industry's core values.

As an advisor to RIA's and asset management companies, I specialize in enhancing asset management firm communication, providing RIAs with diversification opportunities, and strengthening client relationships. Actively involved in launching products, expanding reach, and connecting with new audiences.

A member of the management committee. I assisted in the coordination of the capital market effort while overseeing business development. (Forward acquired Kensington Investment Group in 2009).

Us

As a founding partner of Kensington Investment Group, an investment advisory firm specializing in global real estate and infrastructure mutual funds from 1994 to 2009, I served as a member of the firm’s executive committee as well as a member of the investment committee which was responsible for the firm’s investment policy and global portfolio management process. I was also managing director of the Capital Markets Group responsible for the distribution of the firm’s investment products, overseeing marketing and business development.

I was employed at Liquidity Fund Investment Corporation where I was a senior analyst responsible for the research and trading of over 300 illiquid real estate securities.