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Description
This event will explore how AI is transforming the financial advisory business. This session unpacks the specific ways AI is impacting financial planning and client interaction. The program will blend actionable insight with expert commentary and provide a credible, research-backed perspective on how AI is reshaping human advisory roles and how advisors can use it to help clients.
Learning Objectives
• Equip advisors with a realistic, strategic framework to adapt and lead
• Real-world firm examples and shifts in client expectations
• Why 70% of under-40 clients are willing to work with AI tools