In this episode, Danni is joined by Selin Ertac from Tangelo Advice Consulting and Fraser Jack from The Cyber Collective to discuss the newly developed AI Usage Policy. This comprehensive guide is designed to help financial advice businesses harness AI tools responsibly and ethically.

 

Join us as we delve into the importance of ethical AI, data privacy, and the balance between AI and human judgment. Discover the potential risks, challenges, and immense benefits AI brings to financial services. Learn about best practices for using AI tools and the importance of transparency and fairness in AI applications.

 

Whether you’re a financial adviser, tech enthusiast, or simply curious about the future of AI in financial planning, this podcast is for you.

 

Tune in for expert insights, real-world examples, and valuable resources to help you navigate the evolving landscape of AI in financial services.

 

Don’t miss out on the essential information that can help you integrate AI into your business securely and effectively.

EP 22: AI in Financial Planning: Ethical Insights with The Wealth Tech Insider