Tech Your Business · 2025-10-13 · 39 min
Artificial intelligence is transforming financial planning without replacing the human element. Nick Garofalo, CFP® candidate and founder of Openhanded Wealth, shares practical strategies for using AI tools like ChatGPT as thinking partners while maintaining the personal touch essential for financial advisory services. In this episode, Nick reveals his tech-enabled approach to building a financial advisory practice, including private AI solutions for secure data analysis and the shocking discovery that led him to values-based investing. Learn why AI will enhance rather than eliminate financial advisors, and get actionable insights on leveraging technology for better financial planning. Perfect for financial professionals seeking to integrate AI into their practice and anyone interested in using technology to align their investments with their values.
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