Certified Financial Planner Board of Standards Inc.
02/17/2026 | Press release | Archived content
How Advisers Can Improve AI Prompts
AI chatbots are now common tools for financial professionals, and many advisers use generative AI to draft communications and summarize information. CFP Board Ambassador Brenton Harrison, CFP® says he uses AI to outline marketing materials and support note taking, but he always rewrites the final content in his own voice.
PlanAdviserValentina Baez February 17, 2026
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