🤖💬 AI & Client Data: What You Need to Know (Q&A)
🚨 Where does your data go when your adviser uses AI?With tools like ChatGPT, Fathom, and Notion entering the financial planning space, clients are asking an important (and overdue) question:
👉 “Is my data safe?”
In my latest Q&A-style blog post, I unpack:
Where AI platforms like GPT actually store data
Whether they train on your conversations
What you need to know about Fathom call recordings
How I protect your data under UK GDPR
Why I believe ethical AI = client sovereignty
⚖️ This isn’t about convenience—it’s about conscience.
🧠 Read the full post here → https://bit.ly/466A5yY
💬 Curious or concerned? Let’s have the conversation.
#AI #DataPrivacy #FinancialPlanning #ClientFirst #EthicalTech #GamePlan #SovereignLiving #Trust #Fathom #ChatGPT #LifePlanning #AquarianAge #AoLP