Designed to provide financial planning professionals with the latest insights and practical applications of AI and technology. Participants will explore how AI tools can be integrated into both client-facing and practice management workflows.
Specific use cases covered include:
Summarizing estate plans
Conducting tax research
Brainstorming client strategies
The area on client communication and education is discussed with Ross Riskin of visiWealth and Mike Lecours of fpPathfinder. Ross and Mike explain why this topic is so important both to the firm