Your clients will ask how you handle AI. Your insurer will ask. This free playbook gives you a complete framework for answering professionally—including a fill-in-the-blanks policy template most advisors complete in an afternoon.
What’s Inside:
- The two-tier governance model: a simple framework that separates client work from general use
- Ready-to-use policy template with fill-in-the-blanks sections
- Client disclosure language for engagement letters
- Human review requirements and documentation guidelines
- Staff acknowledgment form for multi-advisor firms
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