Tips From the Pros: Reacting to a Client’s Use of AI Means Never Having to Say You’re Sorry
AI SummaryAI-generated — verify against the source.This article discusses how professionals, specifically attorneys, can manage client interactions when clients use AI to challenge or question their advice. For financial advisors, this highlights the growing need to develop protocols for handling client-generated AI insights, focusing on maintaining professional authority and value-add without becoming defensive.
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