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Generative AI is revolutionizing how some advisors work, offering unprecedented efficiency, personalization, and client engagement, whether you’re a seasoned professional or new to the business. Here are 15 practical applications that can transform how you work.
Artificial intelligence offers advisors opportunities to get more work done faster, and with better results. But where do you begin? In a Horsesmouth discussion, we describe several use cases for AI in your practice and lay out seven steps to get started.
AI for Advisors: Advisors are embracing AI to save time and boost productivity. But if you don’t know what you’re doing, you risk letting false information slip through undetected. Here’s how to spot, prevent, and manage AI-generated inaccuracies.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
September 8-9, 2025