Leveraging AI to Grow Your Business with Personalized Experiences
with Fred Ehle & David Edelman
Hosted by Jason Wadler, Founder of The Wisory
October 15, 2025 | 1-2 PM EST
Leveraging AI to Grow Your Business through Personalized Experiences
In a marketing landscape reshaped by artificial intelligence, personalization is no longer just a tactic — it’s becoming the backbone for corporate strategy.
The challenge for leaders today: How do we harness AI to make personalization both powerful and practical?
Be a part of a live discussion with two of Wisory’s renowned advisors — Fred Ehle, former Head of Marketing at Rocket, and David Edelman, former Chief Marketing Officer at Aetna and global leader in digital transformation at McKinsey.
Join Fred and David to talk about…
End-to-End Marketing Powered by AI – Personalization now spans the entire journey, delivering cohesive, impactful experiences from first touch through loyalty.
Personalization as Strategy – More than a marketing campaign, personalization drives corporate strategy, amplifying investments and earning outsized attention.
Winning Share of Conversation – Beyond ROI, effective personalization earns a disproportionate share of conversation with your customer.
With decades of experience leading some of the world’s most recognized companies, Fred and David will share hard-earned perspectives on how AI-driven personalization is reshaping marketing today.
Only at The Wisory.
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Fred Ehle
Head of Marketing, Home Lending (Former)
Fred Ehle
- Launched 30+ products for major consumer brands
- Drove turnarounds at PulteGroup and McDonald's
- Led Rocket Mortgage's Super Bowl LIX campaign with in-stadium activation
- Named OnCon Top 100 Marketer twice
David Edelman
CEO/CMO Advisor
David Edelman
- Former Global Leader Digital Marketing at McKinsey, CMO at Aetna
- Pioneered consumer decision journey framework
- Advised Fortune 500 CEOs on digital transformation
- Harvard MBA, expert in marketing strategy and customer experience
What You'll Get
Practical frameworks and AI-driven insights to turn personalization into a powerful growth and brand advantage.
A Rare Dialogue: Industry leaders Fred Ehle and David Edelman—sharing their perspectives on customer strategy and personalization together for the first time.
Direct Access: Submit your own questions for the speakers—an opportunity few ever get–with priority access for your own private 1:1 session to discuss your business
FAQs
What if I need to cancel my seat?
You are able to cancel your RoundTable for a refund of your purchase price up to three business days prior to the RoundTable date. Cancellations made three business days or less before the RoundTable are non-refundable, regardless of the reasons for cancellation.
Will I be able to ask questions during the RoundTable?
Members of The Wisory are able to send questions before and during the RoundTable for the Leaders to answer. The Leaders will answer Members’ questions in their discretion and as time permits. Attendees who are not members are unable to send questions.
Will I be anonymous during the RoundTable?
Yes—your name and image will not be shown. Only the presenters and The Wisory team will have your information.
Will I have the chance to talk with the RoundTable Leaders?
You will not be able to talk directly with the Leaders during the RoundTable. If the Leaders are also Advisors on The Wisory, Members of The Wisory are able to book 1:1 sessions with them. In many cases, all or part of the RoundTable fee can be applied as a discount to your 1:1 session fee.
Can I become a free member after the purchase and still get the benefits?
Yes—you may become a Free Member of The Wisory at any time until the RoundTable begins. Some benefits may not be available depending on how close to the RoundTable start time you become a Free Member. Free Members will always receive the RoundTable recording no matter when they sign up.
What is a WisorGraph?
A WisorGraph is a visual representation of the RoundTable conversation to help illustrate the key points and action items. It is developed custom for each session and is available with most RoundTable sessions for Members of The Wisory.
RoundTable Terms & Conditions
Additional Terms Applicable to RoundTable Users
User Agreement – Additional Terms
Updated: September 3, 2025
1. Acceptance of Additional RoundTable Terms Welcome to The Wisory (“Service” or “Site”) owned and operated by The Wisory Inc. (“The Wisory”). Attendees in The Wisory RoundTable sessions are considered Users of The Wisory Site, and are therefore bound the Terms of Service Applicable to All Users (the “Terms”). By attending a RoundTable session, whether as a presenter (a “Leader”) or as an attendee, you also agree to comply with and be bound by the additional terms of this RoundTable Agreement (the “RoundTable Terms”). Please review all of the Terms and RoundTable Terms carefully before attending a RoundTable session.
By attending or participating in a RoundTable session, you: (i) agree to be bound by the Terms and RoundTable Terms; (ii) represent that you are over the age of eighteen (18) and able to form legally binding contracts; and (iii) agree and acknowledge that by using the Service you are accepting a benefit that cannot be disgorged.
2. Definitions Capitalized terms used herein have the meanings given to them in the Terms or as otherwise defined herein.
3. RoundTable Sessions
Attendees in RoundTable sessions will be anonymous to one another. Only the Leaders and The Wisory will know who is attending a session. Attendees will be able to submit questions to the Leaders before and during the RoundTable session. Leaders will answer attendee's questions at their discretion and as time permits. Attendees may receive a WisorGraph of the session. A WisorGraph is a visual representation of the RoundTable conversation to help illustrate the key points and action items. It is developed custom for each session and is available with most RoundTable sessions. Attendees will not be able to speak directly with Leaders during the RoundTable session. However, for Leaders who are enrolled as The Wisory Advisors, attendees are able to book 1:1 sessions with them. In some cases, depending on Advisor policies, all or part of the RoundTable fee can be applied as a discount to the 1:1 session fee.
4. Cancellations and Refunds
You may cancel your RoundTable session and receive a full refund more than three business days prior to the session. Cancellations made three business days or fewer before the session are non-refundable, regardless of the reasons for cancellation.