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AI-ready · Upskilling

You’re rolling out an AI-assisted financial planning tool to a team of advisors with mixed comfort levels with the technology. Walk me through how you’d get the team proficient without creating inconsistent client experiences in the meantime.

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I start by defining what ‘proficient’ means before training anyone — a short list of what the tool is approved for, what still requires manual work, and what verification every adv…

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