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AI is being used not only to locate prospects, but also to help advisors show their value on the way to signing a new client.

Octavio "OJ" Laos is a director at Armanino, leading the charge in the firm's AI Lab. Over the past five years, the AI Lab at Armanino has been at the forefront of AI technology within the accounting sector, delivering solutions ranging from custom chatbot development to predictive analytics.

An expert adviser explains the many considerations to take into account before deciding on this as an option for employees.

Anderson Lafontant, a certified financial planner, is a managing director at Blue Zone Wealth Advisors, a multifamily office based in Los Angeles.