Artificial intelligence is rapidly reshaping the landscape of financial planning, financial counseling, and coaching — yet many professionals are overwhelmed by the options or hesitant because of compliance concerns. This session focuses on practical, real-world applications of AI that improve accuracy, efficiency, and client experience without compromising ethical or regulatory standards. Attendees will learn how to use AI tools for repetitive tasks like meeting documentation, document preparation, and follow-up task automation, as well as for deeper research and planning analysis. We’ll discuss what AI should and should NOT do, how to protect client information, and how to document AI usage for compliance, transparency, and audit readiness. Participants will walk away with an AI implementation framework, sample prompts, and repeatable workflows they can begin using immediately — even if they are not tech-forward or AI fluent.
