Skip to main content
In the News

How AI Is Reshaping the Landscape of Financial Planning

By Katie Kuehner-Hebert February 07, 2024 Proactive Advisor Magazine

AI's impact on the financial planning profession is evident as firms actively explore its applications to enhance client experience. “Advisors use AI to summarize meeting notes with clients, review emails for workflow needs and help with writing marketing documents. This should make our office team more efficient and effective in giving our clients excellent services on a timely basis,” said CFP Board Ambassador Spencer Betts, CFP®.

Read more at Proactive Advisor Magazine

Proactive Advisor Magazine
Katie Kuehner-Hebert
February 7, 2023