AI usage is becoming increasingly popular in our industry and for good reasons, with 73% of businesses reporting increased productivity after AI adoption*. But financial advisors face a crucial challenge: how to harness the power of AI without compromising compliance or quality of their original content. Join host Kalem Mackey as he interviews Dustin Anaas, Compliance Analyst at C2P, to explore best practices for AI content creation, regulatory considerations, and practical implementation strategies. Learn how to leverage AI tools like ChatGPT while maintaining your unique voice and staying within compliance guidelines. Tune in for essential insights that can help you enhance your efficiency and client service through AI technology.

Resources:

• AI Tools referenced: ChatGPT, Gemini, CoPilot, Zocks
•  Learning resource mentioned: Section School Courses on AI
• Previously Recorded AI Podcast episode: AI For Advisors: How to Boost Efficiency and Closing Ratios with Zocks

*https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai