How Are You Incorporating AI Into Your Practice?

RachelSeton_CFFP

AI is everywhere in 2026 — but how is it actually showing up in your day-to-day work?

Are you using it for:

• Client communication drafts?
• Meeting prep or recap notes?
• Portfolio analysis?
• Marketing content?
• Workflow automation?
• Research support?
• Compliance review assistance?

👇 We’d love to hear from you:
How are you using AI right now — and what’s been the biggest benefit (or challenge)?

Bonus discussion:

• Has AI improved efficiency in your practice?
• Are clients asking about your use of AI?
• Where do you draw the line between automation and personal touch?

Let’s share what’s working, what’s not, and what we’re still testing. Your insights could help another advisor navigate AI more confidently.