AI and how to use it in your practice

Artificial intelligence is no passing fad — it's a potential engine of efficiency and growth for financial advisors and their firms. These resources can help you use generative AI in areas like client acquisition, client experience and scale. Bookmark this page and stay on top of the latest trends.

How advisory practices are using and benefitting from AI

Forget the hype of how AI might help you. Our free, downloadable guide shares ways advisors and RIAs are using AI in their business.

5 ways advisors are actually using and benefiting from AI

Tune out the hype and learn how your peers are using AI to solve real-world problems for clients and in their own practices.

AI prompt library for advisors

A collection of ready-to-use, regularly updated AI prompts to support prospecting, events, estate planning, retirement strategies, hiring and more. Cut and paste into your bot of choice.

How high-performing teams use AI as a growth driver

Watch Michael Kitces and Capital Group's AI specialists as they take you through a practical overview of AI basics and how to use these tools to help build a marketing plan. CE credit available. 

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