Webinars

Get more out of Quin and more out of your day.

Wednesday, August 5, 2026

Talking about what's actually changing in financial advising and what it means for you.

Wednesday, July 22, 2026

How Quin helps you stay consistently present with every client, without it feeling like a mass email.

Wednesday, July 8, 2026

What Quin does the moment your meeting ends and how to make sure it does it your way.

Wednesday, June 24, 2026

How to control the way Quin formats its outputs — and make every response feel like yours.

Wednesday, June 10, 2026

Honest look at what AI means for financial advisors right now — where it helps, where it doesn't, and how to use it well.

Saturday, May 16, 2026

Guidelines and workflows are both ways of instructing Quin, but they do different things and a lot of people mix them up.

Wednesday, April 29, 2026

If you’ve ever felt like Quin could be doing a little more for you, this is a good place to start!

Wednesday, February 25, 2026

Join Quin and Knudge to see how meeting action items become completed client tasks without the back-and-forth.

Webinars

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