DiscoverPracticeLabHow to build an effective AI strategy for your practice, with Aneet Deshpande
How to build an effective AI strategy for your practice, with Aneet Deshpande

How to build an effective AI strategy for your practice, with Aneet Deshpande

Update: 2025-05-27
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How can financial advisors turn AI buzz into measurable efficiency? Aneet Deshpande, CIO at $50 billion RIA Clearstead Advisors, shares the blueprint he uses. Discover why your AI journey must start with a clear business strategy, how to identify the parts of your practice where you should consider using AI, questions you should ask when selecting tools and how to successfully implement AI. Listen now to craft an AI roadmap that's about serving your clients and making your practice more efficient — not about new shiny objects.

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How to build an effective AI strategy for your practice, with Aneet Deshpande

How to build an effective AI strategy for your practice, with Aneet Deshpande