AI is dominating conversations across the financial planning industry, but adoption isn’t as simple as flipping a switch.
The Planning Center’s Jude Boudreaux, CFP®, was recently featured in Family Wealth Report following the T3 Technology Conference, sharing his perspective on what’s really holding AI back in wealth management.
“There’s a lot of trust that goes into a client relationship. As the steward of the client’s information, we have to do a deep dive on AI to check that it’s working and that there’s more than an assumption that their data is kept private.”
At The Planning Center, we believe the right technology should deepen, not diminish, the human connections at the heart of great financial planning. Our clients’ trust is everything, and we hold that standard with every tool we use.
