Focused on the Future: Building a Purpose-Driven Firm With Liz Miller

During a recent podcast appearance, CFP Board Chair Liz Miller, CFP®, CFA® discussed key trends shaping the financial planning profession, emphasizing the importance of adaptability, client-centered service and strong organizational culture. She also highlighted the growing role of artificial intelligence in the field and pointed to CFP Board’s Generative AI Ethics Guide as a vital resource for ensuring ethical and responsible use of AI in financial planning.

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