Bringing AI into Your Firm and What to Look Out For

Join this interactive roundtable with Daleele Alison, founder of RooksDM, to explore how AI is being thoughtfully integrated into financial planning firms. This discussion will focus on practical applications, implementation strategies, and real-world use cases as both firms and clients increasingly adopt AI tools. Bring your questions, share your experiences, and engage with peers in a candid conversation about what’s working, what’s not, and what’s next.