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The Use of AI in Financial Planning
MGMT 733.692
Duncan MacPherson will explore how today’s professionals, especially those entering or transitioning within the financial planning space, can use AI to create efficiency, elevate client experiences, and build meaningful relationships at scale.
AI is reshaping every corner of the professional world, including how we communicate, manage relationships, and deliver value in financial services. In this engaging session.
Whether you're an aspiring CFP®, a business student, or simply curious about where AI fits in the future of professional advice, this session will offer a real-world look at how innovation and human connection can work hand in hand.
Drawing on over two decades of experience coaching top financial advisors across North America, Duncan will demystify how AI can be used not to replace, but to reinforce human connection and stewardship.
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