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The Future of AI, Efficiency, and Client Engagement in Financial Advice

Artificial intelligence (AI) is no longer a distant concept, it’s already transforming how financial advice is delivered, managed, and experienced. In a recent episode of The ifa Show , MLC Expand CEO Liz McCarthy and Shadforth Financial Group CEO Terry Dillon joined host Keith Ford to explore how AI is reshaping the advice landscape. Their conversation offered a practical look at how advice firms can leverage technology without losing the human touch clients value most. As

8 hours ago2 min read