Artificial intelligence isn't just changing financial planning, it's revolutionising it from the ground up. This candid conversation explores how AI is transforming daily operations for advisors and reshaping client relationships in ways previously unimaginable.

We dive into practical applications that are already delivering results: dictating meeting plans during commutes, creating training materials in minutes instead of hours, and deploying sophisticated meeting assistants that capture every client detail while advisors focus entirely on the human connection. For planners drowning in administrative tasks, these tools offer a lifeline, automating the mundane while enhancing what matters most.

The privacy question looms large in our discussion. How do we balance leveraging AI's capabilities with protecting sensitive client information? We explore approaches some firms are taking, including developing proprietary systems that compartmentalise client data by advisor. Beyond compliance concerns, we examine the deeper question of whether client data is truly at risk and how to navigate these waters responsibly.

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