Harnessing Behavioral Science to Put AI to Work in Your Practice

Discover how behavioral science can help you navigate the growing role of AI in financial advising. In this session, we’ll dive into the psychological factors that influence client acceptance of AI and explore pitfalls to avoid when integrating it. You’ll walk away with actionable insights and a clear understanding of how AI can be put to work in your practice—whether you're just getting started or looking to refine your approach.