Anderson Lafontant with Financial Planning Magazine on Her Approach to Using AI

In Anderson Lafontant, CFP®’s latest thought piece for Financial Planning Magazine, she shares a practical, relationship-focused approach to AI and advocates for using it as a powerful preparation engine rather than a content generator.

She details how tools like Claude, Quin, VRGL, and Vanilla help eliminate drudgery, deliver deeper portfolio and estate planning insights, and free up time for what matters most: meaningful client conversations and proactive advice.

She also outlines her three-question screen to avoid the dreaded “AI ick” and keep client communication purposeful and authentic.

Subscribers can read the full article here: https://www.financial-planning.com/opinion/the-4-ai-tools-i-use-in-my-practice-and-3-questions-to-avoid-ai-ick

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