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Financial Planning
Practice Management
Harnessing the Power of AI in Financial Planning
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Eric LudwigGuest Expert: Eric Ludwig, PhD, CFP® and Chett Bennetts, CFP®, CLU®, ChFC®, RICP®,CLF®

AI is going to change the world, at least that’s what’s being reported. But how will it change the financial planning process? How you serve and support clients.

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AI is going to change the world, at least that’s what’s being reported. But how will it change the financial planning process? How you serve and support clients.

Join financial planners Eric Ludwig and Chet Bennetts when they share how they use AI tools to generate recommendations for investment portfolios and other financial strategies. They will show you how they have refined their prompts when using AI.