AI's Role in the Future of Financial Planning with John Pastore

The Executive Vice President and the Business Development Manager of Integrated Partners join Brianne Smith Hart to talk about where AI is headed in financial planning — how it can make advisors and CPAs more efficient, which tasks (like meeting prep, note-taking, and research) AI is well-suited to handle, and why human judgment still matters most for emotionally complex conversations and difficult advice. They also cover practical guardrails for adopting AI responsibly (vendor vetting, data privacy, client disclosure) and close with advice for CPA firms looking to add financial planning services, including the co-source vs. insource decision and tips for not getting overwhelmed by the pace of change.