Integrating AI
Into Your Practice

The financial planning landscape is evolving rapidly, with artificial intelligence (AI) leading the charge in this transformation. Leveraging AI to improve efficiency, meet client expectations, and navigate regulatory requirements is becoming essential for forward-thinking practices. As we look to the future, understanding how to effectively integrate AI will be crucial to staying competitive in an increasingly technology-driven industry.

We’ll explore the transformative impact of AI on financial planning. Drawing on expert insights and practical examples, this session will provide actionable strategies to help you embrace innovation while maintaining compliance and client trust.

In this November edition of the INPractice Webinar, we’ll discuss:

• How AI is reshaping financial planning and driving innovation.

• Practical steps for implementing AI in your practice, from automation to selecting the right partners.

• Strategies to overcome challenges such as regulatory compliance and data security.

The webinar will conclude with an interactive Q&A session, giving you the chance to engage directly with our expert speakers. Don’t miss this opportunity to gain valuable insights and position your business for success in 2026 and beyond.