AI's Impact on Financial Planning

This chapter explores the integration of artificial intelligence, particularly ChatGPT, into the writing and editing processes for financial advisors. It highlights both the potential benefits and ethical considerations of AI in enhancing creative workflows, while also examining the paradox between technological advancements and declining profitability in the financial advisory industry. The discussion delves into how technology has reshaped financial planning practices and the varying experiences of professionals regarding work-life balance and productivity.